12/09/2024
Sponsored by Sure Business, the award recognises Lucy’s “exceptional leadership, innovative approach, and her substantial impact on colleagues and the wider business community”.
12/09/2024
Quilter Cheviot advocates for fully independent boards to best protect shareholder interests.
12/09/2024
First, BNP Paribas noted that lower interest rates will support “leveraged asset classes,” such as real estate, infrastructure and private equity.
12/09/2024
Both will report to Terry Oh, executive vice president and head of Pimco’s global wealth management business in the UK.
12/09/2024
Beth Bell has joined to run the fund
12/06/2024
But remember that with Donald Trump, nothing is certain and things can change very quickly.
12/06/2024
This long-term commitment highlights the importance for BCGE of working closely with one of Switzerland’s leading banking software providers.
12/06/2024
The bank also conducted an online survey of the views of a sample of UBS billionaire clients across the world’s main regions.
12/06/2024
The success in German-speaking countries was also made possible by the 2021 takeover of Die Software from Ebersberg in Bavaria
12/06/2024
As UHNW individuals and UHNW families become increasingly sophisticated in their approach to wealth management, their needs are evolving.
12/06/2024
Offloading its asset management business could raise more than £3bn and would help Schroders focus on becoming a leading wealth management firm
12/05/2024
SF’s longstanding and broad experience enables it to share the experience from other families on the proper timing to involve children on family affairs, for instance.
12/05/2024
This acquisition, which brings Moneyfarm’s group total assets to over £5bn, is the firm’s third in the UK over the past three years.
12/05/2024
Not only did APAC record the slowest growth but it was also the only region that did not surpass its last peak in 2021, which saw a total of $4.6 trillion in billionaire wealth.
12/05/2024
Two-thirds of wealth manager and financial adviser respondents highlight that the potential for higher returns than public markets is the most important benefit for investing in private markets for their clients
12/05/2024
Former press officer Richard Janes is one of the latest to qualify as an adviser after passing through the M&G Academy.
12/05/2024
The demand for financial returns from philanthropic giving reflects a broader trend towards increased involvement and control among family offices in how their charitable donations are structured and utilised.
12/05/2024
Moneyhub partners with Marygold & Co. UK to power an upcoming app that simplifies savings, offers competitive interest, and enhances financial oversight.
12/05/2024
Forissier’s lawyer, William Bourdon, later asked Turrini whether he thought his client had been right to blow the whistle.
12/04/2024
This is also a commitment to Switzerland as a business location.