05/06/2021
Cheshire’s ‘Golden Triangle’ of Wilmslow, Alderley Edge and Prestbury is home to many of the Premier League’s best-paid stars. We meet the advisers who help manage their money
05/06/2021
Recognition Highlights Superior Technology, Dependable Workflow Processes and Consultative Expertise
05/05/2021
Total acquisitions now stand at 23 since IWP’s formation just two years ago.
05/05/2021
Which adds £150m in client assets
05/05/2021
Family offices are by definition the custodians and controllers of these—often immense—family assets and today represent a truly diverse universe.
05/05/2021
Gross inflows for the quarter were also up by just under £200m, with £624m invested in Q1 this year, a rise from the £486m in Q4.
05/05/2021
Who has the most client money? We run down the largest companies by assets under management
05/05/2021
Over 90% voted in favour of the acquisition
05/04/2021
'We continue to look for potential acquisition opportunities and new hires in both divisions as we benefit from the successful integration of Harpsden and the recruitment programme already completed.'
05/04/2021
PWM is the fourth financial planning firm to join IWP in the past month and its first acquisition in the north east of England.
05/04/2021
The private banks, he recalls, were ‘riddled with conflict’ because of their commercial need to sell clients their own in-house investment products – regardless of whether they were the best available.
05/04/2021
The asset manager also put four of its multimanager funds under review after finding nine of its 89 funds did not offer investors value value for money.
05/03/2021
Against the backdrop of the COVID-19 pandemic, luxury French property remains an attractive investment choice for many high net-worth individuals (HNWIs).
04/30/2021
European macroeconomic policy is pulling down the global interest-rate structure together with the Bank of Japan’s explicit yield-curve targeting, limiting the steepening of the US yield curve.
04/30/2021
In its ninth year, the awards aim to set organisations and individuals apart from their peers by showcasing top class performance and innovation.
04/30/2021
LGT impressed the jury in all six categories that were evaluated: interaction, holistic approach, transparency, costs, risk disclosure and portfolio structure
04/30/2021
Citywealth received over two hundred submissions for these awards that were reviewed by an independent judging panel,
04/30/2021
Jes Staley says bank continues to take ‘cautious view’ of impact of Covid-19 pandemic
04/30/2021
Quarterly earnings more than doubled but a patchy performance from its investment arm and caution on cost spooked investors.
04/30/2021
The year 2021 may well turn out to be decisive for climate action.