01/20/2023
In terms of other trends Ocorian is seeing in the family office space, it cites a significant increase in the number of family offices being set up due to the growing population of younger, sophisticated ultra-high net worth individuals, especially from s
01/20/2023
New hires bring considerable experience to the bank, having previously served at Berenberg and Investec, as well as Citi, Credit Suisse and Goldman Sachs, respectively.
01/20/2023
Those that have made it onto the list are the leaders when it comes to providing the best possible advice and service for clients.
01/20/2023
The global economy is undergoing a major transformation to secure a more sustainable and prosperous future for all, and the team at Affinity are increasingly mindful of the role they can play in supporting this.
01/19/2023
Most advisers in the UK now fear they will lose business when wealth is transferred between generations.
01/19/2023
Under Matthias’ leadership, last year saw the continued growth of JTC Private Office, with revenue figures and new client numbers confirming that 2022 was its most successful year to date.
01/19/2023
Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation.
01/19/2023
Asset manager’s investments performed well, but investor sentiment remained cautious
01/19/2023
This year in our long-term performance forecasts, which incorporate the impact of climate change, we expect higher returns across different asset classes in both real and nominal terms.
01/19/2023
New chief executive at AJ Bell, Michael Summersgill, credited the platform provider’s “dual-channel business model” for the latest growth.
01/19/2023
The deadline to sign up for the upfront payment is 30 January.
01/19/2023
Most importantly, Credit Suisse was able to defend its leading position in the Swiss business if one follows the bank's interpretation of data from Dealogic.
01/18/2023
Firm will offer a range of private wealth services
01/18/2023
The 50 individuals listed were selected by judges based on the achievements that potential candidates made over the past 12 months, considered alongside their reputations.
01/18/2023
After witnessing robust asset growth during the pandemic, fund managers are now struggling with weak investor sentiment, volatile stock markets amid fears over raging inflation and potential recession.
01/18/2023
Gavin Tansey is the latest to join Evelyn’s adviser partnership programme.
01/18/2023
Global financial markets were more settled during the last quarter after the turmoil seen throughout most of the year.
01/18/2023
Besides avoiding physical harm and financial losses, the reasons for such relocation range from professional opportunities and business expansion to family requirements or access to a better healthcare system.
01/17/2023
In addition to the end of the ultra-low rate regime, the bank notes that historical trends point to a high likelihood of positive returns for the asset class after two years of losses.
01/17/2023
This means that changes are far from guaranteed, and many will not be confirmed until as late as 2024.