01/12/2024
Boston acquires Turnstone’s Isle of Man fiduciary business
The move will see Roelf Odendaal, the co-founder of Turnstone (Isle of Man)
01/12/2024
The move will see Roelf Odendaal, the co-founder of Turnstone (Isle of Man)
01/12/2024
The firm has had a string of recent senior hires including Nigel Gregory as global head of GSB Capital and Christopher Wright as head of UAE.
01/11/2024
A successful business sale is a time for celebration, but don't pop the champagne corks too early.
01/11/2024
The activity of "family offices" has attracted the attention of the Polish FSA, which recently reminded the market of this.
01/11/2024
Choosing the right private bank is crucial for effective wealth management and financial planning.
01/11/2024
The US has defied forecasts of a recession, with consumer spending supported by a strong labour market and household savings.
01/11/2024
Clare Anderson, UK Head of Schroders Family Office Service, shares her predictions for the year ahead
01/11/2024
The asset manager has 66 people currently across its fixed income team worldwide, but has shifted focus to building its expertise in the asset class across Europe.
01/11/2024
Unfulfilled performance expectations
01/10/2024
The global movement towards decarbonising economies to prevent climate change and making them more circular to preserve nature and ecosystems is a key driver in the major digitalisation trend.
01/10/2024
Two Wealth and VPZ Wealth Planning Centers work together.
01/10/2024
After the UK’s regulatory ‘big breakthrough’, asset managers believe tokenisation of funds and other assets will usher in a long-term shift, including faster settlement times.
01/10/2024
Of the mergers which may spring to readers’ minds the chumming up between Rathbones and Investec may be at the forefront.
01/09/2024
Marking a new era in wealth management, this award-winning collaboration leverages Salesforce to redefine the wealth management landscape, showcasing a commitment to technological excellence and a customer first approach
01/09/2024
The transaction is subject to customary regulatory approval but is expected to complete by March 2024.
01/09/2024
Today, he oversees the management of over CHF 63 billion in assets.
01/09/2024
Finally, Société Générale Private Banking Suisse makes all of its expertise and its offering available to independent wealth managers (IFMs) and their clients.
01/09/2024
Succession Wealth buys Plymouth-based IFA adding £165m in assets
01/08/2024
Planning as early as possible how you want to use the wealth you have accumulated to your loved ones will give you more options.
01/08/2024
Now the lobby organization has gained a new institute - and hopes that the trend will change.