12/22/2020
Their advice is focused on helping family specialists and their clients navigate the divorce process though the often-combined service of a financial planner and investment manager.
12/22/2020
Deal adds around £500m in assets under management
12/22/2020
This macro reflation scenario has been confirmed week after week by economic data and is supported by the promise of ongoing accommodative support from central banks.
12/21/2020
Thomas Gottstein seeks to move on from a year that began with corporate spying scandal and was punctuated by legacy issues
12/21/2020
A private bank in Luxembourg provided special treatment, including advice on how to attack Qatar’s financial markets.
12/21/2020
Both companies are going through a period of change and it simply wasn’t the right time.
12/21/2020
Private equity investment has become a prominent theme in the wealth management landscape in recent years.
12/21/2020
Academics have argued for years that the US is past its best.
12/21/2020
The founder of Sandaire, Alex Scott has remained with the business and taken the role of Chair of Schroders Global Family Office Services.
12/20/2020
The development of economic substance requirements has also served Guernsey well
12/18/2020
The new fund is aiming for its first close imminently and will be targeting a total AUM value of £50 million.
12/18/2020
Judged by an international panel of highly respected practitioners from all private wealth sectors covering all the jurisdictions, the winners are those judged to have excelled in achievement, innovation, expertise and service.
12/18/2020
Guernsey has also been forefront in the development of world-leading green products and services - including launching the world's first green fund regime in 2018.
12/18/2020
After a challenging 2020, we are optimistic 2021 will be much better although it may take a few months to get the pieces in place for a pronounced recovery.
12/18/2020
Now is the time to take stock and make sure you’re financially fit for the coming year
12/18/2020
Their motivation will more driven by virus fears, avoiding crowds and increasing crime rates.
12/18/2020
The deal, first announced in September, has achieved regulatory approval.
12/18/2020
The trust offers investors a low real rate of return but the prospect of doing good with their money.
12/16/2020
Financial planner sets sights on £4bn AUM
The advice firm has also pledged to raise £4m for charity through The Equilibrium Foundation.
12/16/2020
There was mixed news in the US, as jobs data and COVID-19 case numbers pointed towards the ongoing damage created by the pandemic. However, hopes also grew of an economic stimulus package being agreed in the near term.