10/15/2019
Anita Rolls, Founder of So What Do You Do, led a practical, interactive session that looked at key trends disrupting today's world of work, the implications this has for individuals, and how they can capitalise on opportunities.
10/15/2019
The growth was driven by an increase in assets across its asset management and wealth management units
10/15/2019
In order to create this marketplace-styled wealth manager of the future, the report says firms “can and should develop partnerships to provide these services rather than attempting to deliver capabilities in-house.”
10/15/2019
The deals were part of Fairstone's downstream buy out model
10/15/2019
BPDG’s gross assets were CHF 2.9 billion on 30 June, an increase from CHF 2.8 billion a year before.
10/14/2019
This is such an exciting time for our industry
10/14/2019
Our new office opened in December last year to meet the needs of our growing client base in the region.
10/14/2019
Bumper contracts worth a lot of money are offered and the players come to Spain to enjoy the time of their lives in every sense.
10/14/2019
Focusing on insurance-related services, Director Frédéric's aim is to provide bespoke choices paired with the highest quality services in the Principality of Monaco.
10/14/2019
Economic Development minister Lyndon Farnham told the newspaper that he felt the spike in inquiries was, in part, due to uncertainty caused by Brexit.
10/13/2019
Another round of formal trade discussions between the US and China kicked off this week
10/13/2019
There is a variety of structures families can choose to commit their assets to, each with its own attributes and uses.
10/11/2019
We owe a huge debt of thanks to leading bond and debt advisory firm Fidelitas Capital for giving us the opportunity to work on something so different and so much fun.
10/11/2019
Bringing together PERE houses and family offices
10/11/2019
Close was keen to downplay Preben Prebensen’s departure but analysts think the exit may prompt calls to be break up the compnay.
10/11/2019
Trading statement for the quarter ended 30 September 2019
10/10/2019
The Private Office was founded in 2008 and now has more than 2500 clients, 31 advisers and four trainee advisers.
10/10/2019
Assets under administration at the period-end totalled GBP101.8 billion, up on GBP99.3 billion as at June 30 and GBP94.1 billion a year ago.
10/10/2019
The investment team will be accompanied by three system analysts who have played a key role in evolving the desk’s investment process.
10/10/2019
Wealth manager buys third London Financial Planner
TPO chief executive, Stuart Phillips, said: “The deal strengthens the firm’s London presence and creates a platform for further natural growth”.