06/03/2025
Private banking: a changing of the guard in the industry
Nonetheless, these institutions’ recruitment needs remain high, and attracting young talent is becoming an increasingly important issue for them.
06/03/2025
Nonetheless, these institutions’ recruitment needs remain high, and attracting young talent is becoming an increasingly important issue for them.
06/03/2025
The survey was conducted post ‘Liberation Day' amid significant market volatility.
06/03/2025
Citywire understands Permira is working on an evergreen credit fund, but executive chairman Kurt Björklund says focus is on getting the right products to the right clients.
06/03/2025
Discretionary wealth management market stood at £1.1trn at the end of last year, up 11% year-on-year
06/02/2025
IMAM and TWP together have 20 advisers, serving about 1,600 clients and managing approximately $1.8bn in funds.
05/30/2025
This uncertainty presents us with an opportunity to underscore our role as a reliable local partner with a global presence while simultaneously identifying new investment opportunities.
05/30/2025
New business also played a major role, as more financial advisers opted to outsource investment management.
05/30/2025
BBC News presenter Rich Preston hosted the evening and funds were raised for Magic Breakfast – a charity that delivers free breakfasts every morning to underprivileged school children.
05/30/2025
With Intelligence Single Family Office Asset Pools 2025 Report Delivers Comprehensive Analysis of Investing Trends Across More Than 3,000 Family Offices
05/30/2025
The combined business will include 50 advisers and generate annual revenues of more than £30m.
05/29/2025
Wealth manager's bespoke education programme will help players from one of the UK’s leading rugby union clubs tackle their personal finances now and for the future – a move designed to level the playing field between the financial outcome
05/29/2025
The sale includes O’Connor’s six investment strategies with ~USD 11bn in assets under management
05/29/2025
PE firm aims to help bankroll Dublin-based Kestrel Capital's expansion plans.
05/29/2025
The combined companies will have more than 40 across the UK, with £25bn in assets under administration and advice.
05/29/2025
Hoxton Wealth has achieved the milestone of recovering tax refunds for clients totaling over £1 million in just over a month.
05/29/2025
Switzerland’s financial center is a global leader in private wealth management – and the country is well-positioned to defend this top ranking.
05/29/2025
The second biggest concern for more than half (52%), was major geopolitical conflict, followed by higher inflation.
05/29/2025
This decision also involves the termination of Steven Major, the global head of fixed income research.
05/29/2025
The JTC Group has had an office in on the Island since 2011
05/29/2025
Most (59%) respondents say they are bearish on their market outlook but around half of these also feel confident that they have the right plan