01/27/2025
Evelyn Partners announces the sale of its Fund Solutions business to Thesis
The transaction, which is subject to customary regulatory conditions, is expected to complete in the first half of 2025.
01/27/2025
The transaction, which is subject to customary regulatory conditions, is expected to complete in the first half of 2025.
01/27/2025
The wealth firm is among a number of buys as the UK special sits team looks to turnaround the struggling fund.
01/27/2025
The new partnership with the Home of Cricket joins football and tennis in Barclays’ commitment to professional and grassroots sport
01/27/2025
By leveraging Objectway’s solutions and expertise, Baader Bank aims to enhance scalability and drive improved business performance.
01/24/2025
Financial services in Guernsey is worth £1.3 billion to the local economy, which is more than the next 10 industries combined, representing 40% of GVA (gross value added).
01/24/2025
The service has already made a significant impact, working with eight acquirers and 30 sellers
01/24/2025
This strategic move strengthens Titan’s international financial planning capabilities and enhances its presence in the Channel Islands.
01/24/2025
The directory features the very best private client advisers, wealth managers, lawyers, and service providers globally, and we are thrilled to have been included.
01/24/2025
They also point out that the outcome of the capital adequacy debate will not only be relevant for UBS.
01/24/2025
This edition also welcomes expert contributors from Utmost’s new colleagues at Lombard International with commentary on the implications for EU insurers
01/24/2025
It plans to “double down on hirings” in the UK and the Nordic
01/24/2025
But his prominent corner of the industry has changed dramatically since then, particularly the wealth management sector, which became his primary focus during 2024.
01/23/2025
Top City banks ramp up hiring in key wealth hubs in the US, UK and Europe to cater for a growing class of millionaires and billionaires
01/23/2025
Donna and Lee join Guernsey and Cayman Director Lisa Vizia and Trust Director Dominic Lawton-Smith who have both retained their listing.
01/23/2025
Fairstone will seed the new range with over £500m on day one and anticipates that it will drive incremental assets into its MPS ranges of £2bn over the next 12 months.
01/23/2025
Wealth firms are evolving to engage families, address intergenerational wealth transfer, and embrace emerging industries.
01/22/2025
Peter Clark, CEO, has been at the forefront of advancing service-led wealth management solutions for Bentley Reid’s private clients for almost 20 years.
01/22/2025
The increase of 3% in the quarter reflected net inflows coupled with broadly neutral markets and a positive contribution from Sterling weakness.
01/22/2025
The new strategy, DOM Global Macro, is run by a five-person team which joined from Credit Suisse last year.
01/22/2025
Cam Wealth will provide synergies in conjunction with the Group owned Isle of Man IFA, Edgewater Associates Limited.