01/27/2025
Liontrust buys Quilter for £2.8bn Special Situations fund
The wealth firm is among a number of buys as the UK special sits team looks to turnaround the struggling fund.
01/27/2025
The wealth firm is among a number of buys as the UK special sits team looks to turnaround the struggling fund.
01/27/2025
The new partnership with the Home of Cricket joins football and tennis in Barclays’ commitment to professional and grassroots sport
01/27/2025
By leveraging Objectway’s solutions and expertise, Baader Bank aims to enhance scalability and drive improved business performance.
01/24/2025
Financial services in Guernsey is worth £1.3 billion to the local economy, which is more than the next 10 industries combined, representing 40% of GVA (gross value added).
01/24/2025
The service has already made a significant impact, working with eight acquirers and 30 sellers
01/24/2025
This strategic move strengthens Titan’s international financial planning capabilities and enhances its presence in the Channel Islands.
01/24/2025
The directory features the very best private client advisers, wealth managers, lawyers, and service providers globally, and we are thrilled to have been included.
01/24/2025
They also point out that the outcome of the capital adequacy debate will not only be relevant for UBS.
01/24/2025
This edition also welcomes expert contributors from Utmost’s new colleagues at Lombard International with commentary on the implications for EU insurers
01/24/2025
It plans to “double down on hirings” in the UK and the Nordic
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