01/25/2023
How Peter built his business with 4,500 clients and £1bn funds under management in 30 years
It’s not without a little pride that Peter says: “St James’s Place corporately look after about 900,000 clients.
01/25/2023
It’s not without a little pride that Peter says: “St James’s Place corporately look after about 900,000 clients.
01/25/2023
Quilter channel quarterly net inflows of £513 million (Q4 2021: £584 million) with the decrease reflecting lower levels of new business.
01/25/2023
The strategy being applied in the Ivanishvili case and, as it is stated in the CS Victims notice, the bank initiated negotiations with the lead plaintiff.
01/25/2023
This is not the first move from UBS into the alternative foods sector.
01/25/2023
Compressed growth
01/24/2023
The ‘50 Most Influential’ recognises and celebrates the most prominent leaders within the private wealth industry in the UK and Crown Dependencies.
01/24/2023
Publishes 12-point plan
01/24/2023
The financial market corrections and negative exchange rate effects from the Swiss franc's strength, especially against the euro and the British pound, affected UBP's assets under management (AuM) last year.
01/23/2023
This merger gives birth to Intesa Sanpaolo Wealth Management, with effect from January 1 , 2023.
01/23/2023
How to get the most out of our exclusive app for clients.
01/23/2023
Net new money was positive, at CHF 0.9 billion, driven in particular by the integration of Danske Bank International and inflows from private clients, which offset the fund outflows mainly from institutional investors.
01/23/2023
Alongside Carmignac and Janus Henderson
01/23/2023
Titan Asset Management has significant experience managing funds and MPS, so this partnership will enhance LEBC’s offering to clients and further elevate Titan Asset Management’s position in the market.
01/20/2023
Acquirer now has around £3bn in FuM
01/20/2023
In terms of other trends Ocorian is seeing in the family office space, it cites a significant increase in the number of family offices being set up due to the growing population of younger, sophisticated ultra-high net worth individuals, especially from s
01/20/2023
New hires bring considerable experience to the bank, having previously served at Berenberg and Investec, as well as Citi, Credit Suisse and Goldman Sachs, respectively.
01/20/2023
Those that have made it onto the list are the leaders when it comes to providing the best possible advice and service for clients.
01/20/2023
The global economy is undergoing a major transformation to secure a more sustainable and prosperous future for all, and the team at Affinity are increasingly mindful of the role they can play in supporting this.
01/19/2023
Most advisers in the UK now fear they will lose business when wealth is transferred between generations.
01/19/2023
Under Matthias’ leadership, last year saw the continued growth of JTC Private Office, with revenue figures and new client numbers confirming that 2022 was its most successful year to date.