01/24/2025
Franklin Templeton pivots to wealth
But his prominent corner of the industry has changed dramatically since then, particularly the wealth management sector, which became his primary focus during 2024.
01/24/2025
But his prominent corner of the industry has changed dramatically since then, particularly the wealth management sector, which became his primary focus during 2024.
01/23/2025
Top City banks ramp up hiring in key wealth hubs in the US, UK and Europe to cater for a growing class of millionaires and billionaires
01/23/2025
Donna and Lee join Guernsey and Cayman Director Lisa Vizia and Trust Director Dominic Lawton-Smith who have both retained their listing.
01/23/2025
Fairstone will seed the new range with over £500m on day one and anticipates that it will drive incremental assets into its MPS ranges of £2bn over the next 12 months.
01/23/2025
Wealth firms are evolving to engage families, address intergenerational wealth transfer, and embrace emerging industries.
01/22/2025
Peter Clark, CEO, has been at the forefront of advancing service-led wealth management solutions for Bentley Reid’s private clients for almost 20 years.
01/22/2025
The increase of 3% in the quarter reflected net inflows coupled with broadly neutral markets and a positive contribution from Sterling weakness.
01/22/2025
The new strategy, DOM Global Macro, is run by a five-person team which joined from Credit Suisse last year.
01/22/2025
Cam Wealth will provide synergies in conjunction with the Group owned Isle of Man IFA, Edgewater Associates Limited.
01/22/2025
The flow of capital from family offices into early-stage UK companies could be a win-win situation
01/21/2025
The loan was for refinancing existing debt on a multi-let office building in Manchester City Centre.
01/21/2025
Expats can be faced with a lot of questions about their finances, and will have to spend time finding out what is and isn't allowed for US citizens living abroad.
01/21/2025
BPCE (through Natixis IM) and GIH would each own 50% of the combined business with balanced governance and control rights.
01/21/2025
The secure digital application will provide a gateway to private market investing through one convenient and user-friendly application.
01/21/2025
The obvious choice was to follow in the footsteps of her father Murat, one of the country’s top lawyers.
01/21/2025
The ‘mass affluent’ market could be big, but it isn’t big enough for everyone to win
01/21/2025
With much of the investment community attempting to predict the actions of Donald Trump, as he ascends to the US presidency, stock watchers are recommending continued diversification, away from a handful of tech leaders.
01/20/2025
The team has increased the fixed income allocation at the lower risk levels within the range.
01/20/2025
The 280-year-old wealth manager Rathbones has learnt new tricks from its Investec merger and is ready to embrace passive investment and Instagram
01/20/2025
The total market value of all listed securities surpassed the £750 billion mark for the first time, reaching £756 billion at the end of December.