04/07/2020
The HNW is a very attractive market for brokers, Pierce said, outlining how a broker that provides services for a client around their business will often receive the domestic HNW insurance policies of that client also.
04/07/2020
Bill Gates keeps his spot as number two richest
04/06/2020
The initiative will offer advice to customers who may not otherwise be able to access to financial advice and is a key step in Quilter’s aim of increasing the accessibility of professional financial advice across the UK.
04/06/2020
This transaction represents another success for Rathbones as we deliver on our growth strategy.”
04/06/2020
Banque SYZ posts full-year 2019 net profit of CHF 7.1 million
04/06/2020
Wealth managers explain how they are reassuring their clients at a time of great uncertainty over their investments.
04/05/2020
Drastic times call for unorthodox action. That’s why we have written an open letter to UK companies showing our support during this unprecedented period, when the very raison d’etre of the stock market will be tested.
04/03/2020
The fund aims to take advantage of the attractive return potential offered by investments in frontier markets, due to risk premiums overestimating default probabilities and underestimating recovery values as well as to the window of opportunity offered by
04/03/2020
Van Lanschot Kempen aims to sustainably preserve and create wealth for its clients
04/03/2020
‘As entrepreneurs, we are on an equal footing with our partners and customers – this is an advantage that should not be underestimated compared to the larger banks.’
04/02/2020
Female workers are twice as likely to have less than £5,000 in workplace savings compared to their male
04/02/2020
At this year’s Annual General Meeting, EFG’s Chair of the Board of Directors, John Williamson, has decided not to stand for re-election.
04/02/2020
Some reports have suggested £5trn globally is expected to be handed down to the next generation over the next few years.
04/02/2020
This is undoubtedly good news for directors who are having to respond to the fast moving challenges posed by the COVID-19 pandemic
04/02/2020
ZEDRA is focused on building a strong digital presence.
04/02/2020
The preservation of value, as well as the safety of tenants and visitors, is coming into focus in the current climate.
04/01/2020
The Nikko AM team has provided a brief outline of some of the issues that we see across the major sectors.
04/01/2020
Vontobel’s wealth management business for Italian clients, previously managed out of Zurich as well as from Italian-speaking Locarno and Lugano in Switzerland, will be handled by a larger team it wants to build up in Milan.
03/31/2020
OWL has grown successfully in recent years and has been recognised as a top Family Office Service Provider by Spears and as a top Investment Consultant by TheWealthNet.
03/31/2020
Hänggi said: ‘We are pleased to have found in Tareno a professional and successful partner who supports our efforts to promote charitable interests.’