12/12/2024
Further recognition for Crestbridge Family Office Services with Wealthbriefing CI accolade
The win follows on from Crestbridge FOS being successful in the same category at Wealthbriefing’s MENA Awards in Dubai last month
12/12/2024
The win follows on from Crestbridge FOS being successful in the same category at Wealthbriefing’s MENA Awards in Dubai last month
12/12/2024
RBB Business advisors provides accounting, reporting, payroll, HR and tax services to both a domestic and international client base.
12/12/2024
BCS aims to grow its wealth management capabilities to offset declining revenues
12/12/2024
While there are economic issues to discuss, "people only want to talk about Trump".
12/12/2024
We are delighted to partner with Hamilton Lane and Apex Group for this exciting project.
12/11/2024
The UK is a large market with client investable assets totaling some 3.5 trillion pounds
12/11/2024
These funds are predominantly used in the Quilter managed portfolio service, WealthSelect.
12/11/2024
The transaction will confirm Utmost International as a leading global provider of insurance-based wealth solutions
12/11/2024
Investors into the platform will benefit from exposure to a collection of strategies leveraging the new ELTIF 2.0 wrapper across private equity, multi-alternatives, infrastructure, private debt and real estate.
12/11/2024
Yousefian said expectations of rate cuts during 2025 were driving a return to conditions where bonds will once again be safe-haven assets compared to higher-risk equities and alternatives.
12/10/2024
Head of institutional sales Frank Doyle will also exit the firm in March next year
12/10/2024
Chief operating officer Robert Kitchen will assume the role on an interim basis on 1 January.
12/10/2024
Everything about the PUK's work remains highly confidential, even the publication date.
12/10/2024
Alasia, an asset management and business consulting company, is part of the PKB Group and is owned by the Trabaldo Togna family .
12/10/2024
Six years after opening its first Scottish office in Edinburgh, the UK arm of the private bank is expanding its Scottish presence.
12/10/2024
The Mayfair-based high-net-worth brand, established six years ago, will be absorbed by a new Private Wealth division, with 1762 head Simon Blowey leaving the business.
12/10/2024
The MPA Sarasin Tailored Portfolio Service consists of five highly diversified model portfolios designed to meet a range of client risk profiles.
12/10/2024
This evolution is largely influenced by heightened regulatory focus and innovative market strategies that align with environmental sustainability.
12/10/2024
Starting strong and tasks ahead – Switzerland’s transition towards net-zero
12/09/2024
Sponsored by Sure Business, the award recognises Lucy’s “exceptional leadership, innovative approach, and her substantial impact on colleagues and the wider business community”.