09/23/2025
The AIM listed Isle of Man-based financial services group saw its profits before tax increase by 16% to £4.1m for the six months ended 30 June 2025 on operating income of £18.4m and interest income of £17.7m.
09/23/2025
The report was compiled by Citi Wealth’s Global Family Office Group, which works with over 1,800 family offices worldwide
09/23/2025
The group develops global transfer agency software
09/23/2025
Clients can access the new offering via their advisory relationship.
09/23/2025
With the payout, the banking giant resolves a case over cross-border business activities in France between 2004 and 2012.
09/23/2025
Deal extends North West presence, brings wealth advice to new clients with assets moving to BNY Pershing.
09/23/2025
Creating a top-ten European energy transition platform
09/23/2025
This represents a hugely exciting opportunity for our clients and all of us here at JH&P.
09/22/2025
Proposed Acquisition of WH Ireland’s Wealth Management Business
09/22/2025
Independent asset managers and financial advisors can now manage client portfolios in one comprehensive system.
09/22/2025
The upcoming Budget is expected to create only a minor headwind for net flows in the fourth quarter.
09/22/2025
Throughout this journey, he’s been quite a vocal teacher, offering powerful advice over the years to guide the next generation of investors.
09/22/2025
This enables financial advisers to offer their clients enhanced, actively managed solutions led by an award-winning investment team.
09/22/2025
The rise of family offices as fund clients is also reflected in the broader growth of private funds domiciled in the Cayman Islands, which increased by over 36% from 2020 to 2025.
09/22/2025
The goal of this alliance is to provide the French market, initially, with a complete terminal offering all the necessary data on funds and savings products marketed in France.
09/22/2025
Pension assets are not subject to either income tax or wealth tax.
09/19/2025
Global growth has not been derailed, he explained, but it has left the highway. Investors must now adapt to a steeper route, marked by geopolitical twists and turns and reduced visibility for businesses.
09/19/2025
UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.
09/19/2025
The Swiss group sent a letter to several former employees informing them that there had been a cybersecurity breach affecting their data.
09/19/2025
With the new capital, Finary plans to deepen its offering through Finary One, its private-wealth service, and launch AI-driven wealth management tools tailored to the evolving financial habits of Europeans.