06/03/2025
Evelyn-owner targets bank partnerships in private markets push
Citywire understands Permira is working on an evergreen credit fund, but executive chairman Kurt Björklund says focus is on getting the right products to the right clients.
06/03/2025
Citywire understands Permira is working on an evergreen credit fund, but executive chairman Kurt Björklund says focus is on getting the right products to the right clients.
06/03/2025
Discretionary wealth management market stood at £1.1trn at the end of last year, up 11% year-on-year
06/02/2025
IMAM and TWP together have 20 advisers, serving about 1,600 clients and managing approximately $1.8bn in funds.
05/30/2025
This uncertainty presents us with an opportunity to underscore our role as a reliable local partner with a global presence while simultaneously identifying new investment opportunities.
05/30/2025
New business also played a major role, as more financial advisers opted to outsource investment management.
05/30/2025
BBC News presenter Rich Preston hosted the evening and funds were raised for Magic Breakfast – a charity that delivers free breakfasts every morning to underprivileged school children.
05/30/2025
With Intelligence Single Family Office Asset Pools 2025 Report Delivers Comprehensive Analysis of Investing Trends Across More Than 3,000 Family Offices
05/30/2025
The combined business will include 50 advisers and generate annual revenues of more than £30m.
05/29/2025
Wealth manager's bespoke education programme will help players from one of the UK’s leading rugby union clubs tackle their personal finances now and for the future – a move designed to level the playing field between the financial outcome
05/29/2025
The sale includes O’Connor’s six investment strategies with ~USD 11bn in assets under management
05/29/2025
PE firm aims to help bankroll Dublin-based Kestrel Capital's expansion plans.
05/29/2025
The combined companies will have more than 40 across the UK, with £25bn in assets under administration and advice.
05/29/2025
Hoxton Wealth has achieved the milestone of recovering tax refunds for clients totaling over £1 million in just over a month.
05/29/2025
Switzerland’s financial center is a global leader in private wealth management – and the country is well-positioned to defend this top ranking.
05/29/2025
The second biggest concern for more than half (52%), was major geopolitical conflict, followed by higher inflation.
05/29/2025
This decision also involves the termination of Steven Major, the global head of fixed income research.
05/29/2025
The JTC Group has had an office in on the Island since 2011
05/29/2025
Most (59%) respondents say they are bearish on their market outlook but around half of these also feel confident that they have the right plan
05/28/2025
SIX has been strengthening its European custody operations
05/28/2025
Nominated in the Private Client Trust Company category, the firm has already won this award twice before.