02/15/2021
'Trust-based philanthropy' and the foundation board
Funders attracted to these concepts may nevertheless be unclear about the legal implications of adopting this approach.
02/15/2021
Megan Jones comments on the latest OCC crypto bank approval and the post-Trump future
Despite this, Megan cautions that the future of digital assets in the US will likely involve strict enforcement and focus on anti-money laundering compliance and reporting requirements.
02/15/2021
JTC Acquire INDOS Financial
All employees, including INDOS founder and CEO Bill Prew and his senior management team, will join JTC, becoming part of the Institutional Client Services (ICS) Division.
02/15/2021
Equities Beat Expectations
Equities continue to grind higher with seeming few significant near-term challenges.
02/15/2021
Three artists to be rewarded by a prestigious judging panel comprising Fiona Bradley, Aurélie Deplus, Andrew Nairne, Sarah Brown and Melanie Keen
02/12/2021
Making better use of ISAs could help women move towards gender wealth equality
02/12/2021
The Private Client Global Elite directory serves primarily as a list of the world’s elite lawyers advising ultra-high-net-worth clients.
02/12/2021
Unique Wealth, the wealth management arm of Unique Financial Planning, will be based in Weybridge.
02/12/2021
The drive to reposition Greece as an investor-friendly destination follows a decade-long financial crisis that cut the country’s economy by a quarter and fueled regular street protests against its international creditors.
02/12/2021
In this short note, Maria de Peverelli, Partner and Executive Chairman of Stonehage Fleming Art Management shares the new measures adopted so far.
02/12/2021
Deal increases assets under influence to around £700m
02/12/2021
By providing young people with training and support to get them started on their careers, we are making the sector more accessible and ensuring the industry is future-fit.
02/11/2021
UBUM will now track the S&P Developed ESG Dividend Aristocrat index
02/11/2021
One board member is stepping down this year, with two new members replacing him.
02/11/2021
Deal brings around £270m assets under management to the group
02/11/2021
Guernsey, as a jurisdiction at the forefront of family office and the servicing of private wealth, is better placed than many to investigate the issue further.
02/11/2021
With this blog, we help you bring your high-flying expectations into alignment with the sometimes-harsh reality of data science implementation.
02/10/2021
Financial firm – which started over a garage - wants to double staff and treble amount of clients’ assets it looks after to £30bn
02/10/2021
Martin Cuthbert, Manchester Office Head of Brown Shipley, said: “I’m excited to move to No. 1 Spinning Fields.
02/10/2021
The trouble with asset managers is we present far too much as a fragmented, product-based industry where everyone is trying to eat each other’s lunch – forgetting the lunch actually belongs to the client.