06/18/2019
The study identifies wider lifestyle choices and behaviours across this age bracket that may influence their relationship with saving and financial management.
06/17/2019
For individual investors, the routes into private equity have become more sophisticated and varied
06/14/2019
The HMRC guidance provides help on how to calculate the income thresholds
06/14/2019
Before the 2008 recession, Wealth Management and Trading Revenues contributed equally (around 35%) to UBS’s total revenues.
06/14/2019
All of PBI’s awards undergo a rigorous selection process before being appointed by an independent judging panel.
06/13/2019
55 deals since 2014
06/13/2019
Daniela Klasén-Martin, group head of management company services at Crestbridge, said: “Irrespective of when and how the UK exits the EU, it is almost inevitable that the position on cross border passporting of financial products between the
06/13/2019
Typically funds are set up in Cayman, Jersey, Guernsey, Luxembourg or Dublin, although US resident investors may invest in US structures.
06/13/2019
The branch adds to Crestbridge’s already established Management company, FCA regulatory and UK AIFM services.
06/13/2019
ZEDRA announces acquisition
The acquisition is subject to local regulatory approval. Interben’s existing staff will all join the ZEDRA Guernsey office.
06/13/2019
Ireland is an important hub for the launch and international distribution of investment funds.
06/13/2019
Family-owned businesses are critical to European and global economies, both in absolute terms and as part of the effort to drive European economies going forward.
06/12/2019
Alongside all this, changing family structures and a wide span of generations present challenges of their own.
06/12/2019
I’m delighted to welcome the staff, advisers and clients of Lighthouse to Quilter and Intrinsic
06/12/2019
Clients feel alienated as wealth managers forget ‘how much they value a personalised approach’
06/12/2019
A Private Trust Company acts as a trustee to a specific trust or group of connected trusts, often for one family.
06/11/2019
The new offering will be launched on 01 September 2019.
06/11/2019
We pride ourselves upon providing a first class service to a diverse range of private, charity, corporate, and institutional clients, and this award further recognises these efforts.”
06/10/2019
Plan for Life WM 'first step'
06/10/2019
Over the last 10 years, the number of family offices around the world has been significantly increased and this trend is expected to continue in the future. Family …