09/05/2025
Each range includes between six and nine model portfolios, covering a broad spectrum of risk profiles, all with an annual management charge of only 15 basis points.
09/05/2025
The acquisition of Equiom’s Luxembourg business follows Hawksford’s acquisition of Equiom’s Netherlands operation earlier this year.
09/05/2025
From the outside, the building on Route de Lausanne hardly suggests the headquarters of a private bank.
09/05/2025
Housing Secretary Angela Rayner has faced mounting pressure after it emerged she failed to pay enough stamp duty on a flat she bought in Hove this year.
09/05/2025
The London-based investment management, wealth planning and corporate broking group said it has raised around £1.6 million through the issue of 39.5 million shares at 4.0 pence each.
09/04/2025
Speaking to TheWealthNet after his first six months in post, Mr Goddard acknowledged his new role is “very different” to his previous one at UBS, where he was head of UK high net worth.
09/04/2025
As Geneva’s oldest private bank, with almost 230 years of history, the new headquarters represents a strategic step for the Group as it positions itself for future growth.
09/04/2025
The acquisitions bring the Bristol-based consolidator to an AUM of £2.5bn.
09/04/2025
Bankers at Evercore are sounding out major banks and other potential buyers for the wealth giant
09/03/2025
More than 15% of Brown Shipley staff left in 2024 as the private bank looks to manage expenses.
09/03/2025
For some, this will mean the use of a professional trustee service to lessen the burden on family and friends and guarantee the trust is set up and run smoothly and efficiently.
09/03/2025
Functionality allows clients to visualise their financial future through an interactive roadmap.
09/03/2025
Management fees amounted to CHF 854 million, up 5% year-on-year
09/03/2025
New speculation around the Autumn Budget has set in train a fresh wave of questions from those tackling estate planning.
09/03/2025
Here you will find all relevant information about the half-year financial statements.
09/03/2025
Strong net flows from open business of £2.1 billion
09/03/2025
This mandate win contributes £250 million to Van Lanschot Kempen’s total client assets under management.
09/02/2025
Putting cash to work will be many investors’ first post-summer priority to preserve and grow wealth.
09/02/2025
The agreement with LLB will bring around 20 employees to Rothschild & Co’s Wealth Management business, with a potential of around CHF 1 billion in assets.
09/02/2025
Looking further ahead, 7IM plans to replace its client portal and 7IMagine app with the same experience – eliminating multiple logins and delivering a single, unified view for advisers and clients.