11/24/2025
In the Channel Islands, where cross-border assets and family offices are increasingly relocating and consolidating, we are seeing a shift as inheritors move from wealth accumulation to stewardship.
11/24/2025
After a rough few years in the asset class, investors in the wealth space are looking to buy back in, especially in Europe.
11/24/2025
It also reflects the significant progress resulting from the systematic effort of Private and Affluent Banking to offer services of international standards.
11/24/2025
Finally, as policy increasingly rules markets, and Asia emerges as a growth hub, portfolios must adapt to capture these opportunities.
11/24/2025
Asset managers target convergence with wealth managers and FinTechs, and look to AI and technology to drive cost-effective digital ecosystems tailored to servicing more diverse client segments
11/21/2025
These leaders manage teams and thousands of employees who provide daily support to thousands, or even millions, of customers worldwide.
11/21/2025
The figures show that 1.8 million taxpayers earned above the £100,000 threshold in 2024–25. HMRC projects this will rise to 2.29 million within four years, an increase of 493,000 people.
11/21/2025
The award, first announced in June, was conferred by The Group of 20+1, the association of leading Frankfurt-based financial and business journalists representing major European media outlets.
11/21/2025
Rugby players face the unique challenge of having a relatively short career span, meaning they need to plan effectively for life after sport.
11/21/2025
This acquisition expands Indosuez’s B2B offering to firms within the financial sector, drawing on new digital and technological capabilities for its institutional clients.
11/21/2025
Operationally, UBS is in very solid shape. Net inflows are strong, and the Credit Suisse integration — despite some recent delays in client migration — is largely progressing as planned.
11/21/2025
The annual survey included 503 participants and was conducted in September-October 2025.
11/20/2025
New integrated solution automates withholding tax relief and reclaims processes, minimising risk and enhancing compliance across global markets within Asset Servicing
11/20/2025
Hear from our Investment Committee about the changes they have made to our portfolios to adapt to market conditions.
11/20/2025
The new offering will be based on Quilter Cheviot’s Discretionary Portfolio Service models
11/20/2025
The United Arab Emirates Establishes Itself as the World’s Top Wealth Magnet, Attracting 9,800 New Millionaires Thanks to Its Tax Policies and Attractive Lifestyle
11/20/2025
The fund firm announced new cost-saving measures as well as two new mandates as it continues to suffer redemptions.
11/20/2025
He referred to arguments the bank has been making for months.
11/19/2025
The partnership is further strengthened by the appointment of Andrew Blazye and Simon Bullock to the Debrett’s board, joining Darryl Eales, Richard Sanders, Richard Swann and other senior board members.
11/19/2025
The South-Wales based firm has £160m of assets under advice