03/05/2025
The role of AI in the future of family offices
This article explores how family offices can harness AI to enhance governance structures, outlining the potential benefits as well as key considerations.
03/05/2025
This article explores how family offices can harness AI to enhance governance structures, outlining the potential benefits as well as key considerations.
03/05/2025
This is a pre-event interview in the run-up to the Leaders in Finance Wealth Management Event 2025 on 6th March 2025.
03/05/2025
SEO Richard Burden has 30 years’ experience working across Middle East and recently re-located to Dubai
03/04/2025
These funds are designed to create optimal investment exposures for each MPS strategy.
03/04/2025
Partners Wealth Management (PWM) has confirmed all 60 Johnston Carmichael Wealth employees will move over as part of the deal.
03/04/2025
Boston Multi Family Office was founded in 2002 as a single family office
03/04/2025
UBS reports 4Q24 net profit of USD 0.8bn and FY24 net profit of USD 5.1bn; proposes USD 0.90 dividend per share and continuation of share repurchases; continuing to invest for long-term growth
03/04/2025
The 200-year-old fund management group is hoping to put the vowel-less rebrand, which prompted widespread ridicule, behind it.
03/04/2025
The SNB’s final profit for 2024 is slightly higher than reported at the beginning of the year.
03/03/2025
The strategy targets regional customers via focus on Swiss and European stocks with high dividends.
03/03/2025
Schroders will initially manage nearly £400 million of Utmost Life and Pensions’ annuity book.
03/03/2025
The group anticipates an estimated gain on disposal of approximately £59 million.
03/03/2025
Brookfield and its UK portfolio companies employ approximately 23,000 people across the UK.
03/03/2025
Together with an existing 2.7% stake, ING will hold a 20.3% stake in Van Lanschot Kempen after completion of the transaction.
02/28/2025
At the same time, the generational shift among investors will demand a new level of digitalisation.
02/28/2025
Sage Wealth Management are aiming to reinforce their business commitment to the community and strengthen the Hexham team.
02/28/2025
The Board further proposes the election of Sylvia Steinmann as a new independent member of the Board of Directors.
02/28/2025
That also presents investors with a potential opportunity in fixed income.
02/27/2025
The bank's customer business continued to develop positively.
02/27/2025
2024 presented a mixed environment for UK consumers.