03/01/2021
European family offices face 'tricky' balancing act
Cerulli believes that such considerations will see some family offices increase the risk in their portfolios to ensure that they can meet their long-term return objectives.
03/01/2021
Cerulli believes that such considerations will see some family offices increase the risk in their portfolios to ensure that they can meet their long-term return objectives.
03/01/2021
This news comes weeks after International Adviser reported that Lombard International’s parent company Blackstone was looking to sell the business.
03/01/2021
Equity markets were shaken badly but have mostly maintained their poise despite a tough final week.
03/01/2021
Astons then asked what had been the most important factor when making a decision on investing and the primary motivation is clear.
03/01/2021
The company has now reached CHF 1.6bn in assets under management and works with 14 families.
02/28/2021
Cyprus 4.0: Wealth Management has a ‘special relationship’ with technology
For nearly all the wealth managers interviewed in this third edition of Cyprus 4.0, building trust and a solid personal relationship with clients is simply essential to strategy.
02/28/2021
Cyprus banks are ‘extrovert’ – Bank of Cyprus Wealth Management Manager Emilios Tannousis
The Cyprus economy and Banks in Cyprus have been ‘extrovert’ for many years now.
02/26/2021
By examining the value proposition of these disruptive competitors, wealth managers can learn what it is that Millennials want and how to better serve this younger generation.
02/26/2021
Citywealth’s IFC Awards were established a decade ago to recognise and highlight excellence within the private wealth sector across the major international financial centres.
02/26/2021
“This is a great opportunity that we’ve got. The whole point of this piece of work was to fill in the gaps that had opened up.”
02/26/2021
Kingswood Acquisition Corp. is among the parties weighing offers for the Blackstone-owned group, Sky News learns.
02/26/2021
This service is exclusively available to all PWM clients.
02/25/2021
Overall income in 2021 is expected to be similar to that achieved in 2020
02/25/2021
We do not know what 2021 will bring but I assure our clients that we will be there for them
02/25/2021
The Board has also proposed a final and full year dividend for 2020 of 38.49 pence per share, in line with our existing guidance which is to pay out around 80% of the underlying cash result.
02/25/2021
Though - given the length of the list - it likely represents a good number of firms already operating in the UK and looking to take advantage of transitional arrangements to continue their business operations here, it is welcome.
02/25/2021
But the company's funds under management still grew to £129bn, while its adviser numbers grew by 1.6 per cent to 4,338.
02/25/2021
The focus of its expansion is on Hamburg, the Rhineland, the Rhine-Main-Neckar region and the metropolitan areas around Stuttgart and Munich.
02/25/2021
The challenge is that central banks have committed to keeping monetary policy exceptionally easy even if inflation does accelerate — a commitment that some traders are now beginning to test..
02/25/2021
In more ways than one, it has forced us all to confront the fragility and realities of life.