04/29/2025
In today’s increasingly interconnected world, wealth doesn’t recognise borders. But legal systems do. For UHNW families with assets, homes, and heirs across multiple jurisdictions, passing on wealth is far from straightforward.
04/28/2025
This is the view of James Burns, who runs £3bn of assets within the model portfolio service at Evelyn Partners.
04/28/2025
In Brazil, it operates under a local securities advisory license with a small team of 12 professionals.
04/28/2025
Lender proposes funding deal by selling its shares in country’s biggest insurer
04/28/2025
Although the facts may eventually disprove it, the hypothesis of a forthcoming change of hands is circulating insistently about the doyenne of the national banking sector.
04/28/2025
Its client base has also seen remarkable growth increasing from 866 to 1,175 over the past year due to a combination of acquisitions and organic business expansion.
04/28/2025
Due to unease over new tax regime.
04/28/2025
The region has long punched above its weight when building standout European startups
04/25/2025
The reversal of these tariffs has only added to the uncertainty, with nations and businesses scrambling to adapt.
04/25/2025
Transformational year with the acquisition of Lombard International and entry into the BPA market
04/25/2025
Beyazit Guzelyagdoken takes charge of the new team, which focuses on discretionary mandate sales.
04/25/2025
Russell Barlow, who joined Switzerland-headquartered crypto assets specialist last year, says headcount could grow to around 100 by the end of the year
04/24/2025
This marks the first transaction for Brookfield Financial Infrastructure Partners (BFIP) and brings together one of the U.K.’s largest private investors
04/24/2025
In the first quarter of 2025, assets under management increased by CHF 6.0 billion to a total of CHF 235.1 billion compared to year end 2024.
04/24/2025
Analysts had been expecting funds under management at St James’s Place to continue rising from £190.2 to £197bn, underestimating the impact that market performance would have on the firm.
04/24/2025
LGT Group, the Liechtenstein princely family’s private bank and fund manager, stewards more than $650 billion of assets for banks, insurers, pension funds, family offices and rich folk.
04/24/2025
Intergenerational wealth transfer has long been a critical topic for UHNW families, but today it is front and centre like never before.
04/24/2025
The London-based advisory firm brings a fresh, client-focused approach to wealth management, co-founded by industry veterans.
04/24/2025
A quarter (25%) of respondents identified trade policies, including tariffs and international disputes, as one of the biggest barriers to UK economic growth.
04/24/2025
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the first quarter of 2025.