06/13/2019
Hauck & Aufhäuser acquires majority stake in Irish Crossroads Capital Management
Ireland is an important hub for the launch and international distribution of investment funds.
06/13/2019
Ireland is an important hub for the launch and international distribution of investment funds.
06/13/2019
Family-owned businesses are critical to European and global economies, both in absolute terms and as part of the effort to drive European economies going forward.
06/12/2019
Alongside all this, changing family structures and a wide span of generations present challenges of their own.
06/12/2019
I’m delighted to welcome the staff, advisers and clients of Lighthouse to Quilter and Intrinsic
06/12/2019
Clients feel alienated as wealth managers forget ‘how much they value a personalised approach’
06/12/2019
A Private Trust Company acts as a trustee to a specific trust or group of connected trusts, often for one family.
06/11/2019
The new offering will be launched on 01 September 2019.
06/11/2019
We pride ourselves upon providing a first class service to a diverse range of private, charity, corporate, and institutional clients, and this award further recognises these efforts.”
06/10/2019
Plan for Life WM 'first step'
06/10/2019
Over the last 10 years, the number of family offices around the world has been significantly increased and this trend is expected to continue in the future. Family …
06/10/2019
The first to join, Plan For Life was described as “the ideal advisory business” Clifton is looking to attract to its regional network.
06/10/2019
In fact care and attention were so important that almost two thirds were willing to pay more or achieve lower returns if they received a high quality of service and 63 per cent had switched provider due to insufficient attention in the past two years.
06/09/2019
The programme was announced on 21 February 2019.
06/09/2019
Woodford Equity Income Fund was on investment platform’s favourite funds list
06/07/2019
Kingswood believes the flexibility and accessibility of choice coupled with the compensation protection will act as a strong incentive for clients to move their savings into accounts paying higher rates of interest.
06/07/2019
‘Your net worth is usually determined by what remains after your bad habits are subtracted from your good ones.’ – Benjamin Franklin
06/07/2019
Axxsys has provided specialised management consultancy and technology implementation services to the investment management industry since 2003.
06/07/2019
The service lets clients first select their goals (whether it be sending their children to university or saving for retirement), and then provides them with the probability of achieving each goal, as well as suggestions on how to increase the probability
06/06/2019
As double acquisition adds around £250m towards its target
06/06/2019
While the trading suspension is very frustrating for those who need the capital now, it’s a protection against risk for investors.