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.
05/27/2025
Seventeen years after its bailout, the British bank is preparing for a new era
05/27/2025
Natixis plans to merge affiliates Mirova and Thematics AM by the end of the year.
05/27/2025
Nedbank Private Wealth, with its Jersey office in St Helier, provides expert wealth management services to Channel Island residents and high-net-worth clients across the world, is the only private bank to rank on The Sunday Times UK 115 ‘Big Best Pl
05/27/2025
The bank said fees and expenses were still at an “elevated level” in the recent quarter as net expenses jumped to £13.9m.
05/23/2025
The asset manager has identified further cost cuts as part of an ongoing strategic review.
05/23/2025
Reflecting on her 25-year banking career, Ms Ransom says her later move into private wealth brought deeper, more personal relationships.