10/11/2024
By outsourcing management company services to Apex Group, Nikko AM Group can concentrate on its core focus- delivering investment outperformance to its clients.
10/11/2024
The firms have closed the deal after announcing it in May
10/11/2024
Ultra-high net worth families feel comfortable with this tangible, ‘bricks and mortar’ asset, well suited to their multi-generational investment horizons.
10/10/2024
The Bank is consolidating relevant expertise and highly specialised departments into a dedicated UHNWI & FO division and will open two additional locations for holistic advisory services to this client group.
10/10/2024
The bank will continue to cover the UK market via its existing London office.
10/10/2024
Predicting and preparing for the future is one of the most challenging aspects of being a trustee.
10/10/2024
A recent Harvard business review article described creators as ‘change agents’, and estimated the creator economy capable of affecting $130billion of purchasing decisions annually.
10/10/2024
Ermotti said in May that any delay to the IT integration would hit the Swiss banking giant's promised cost savings.
10/10/2024
For the three months to September 30, net outflows were £1.1bn, a slight drop from the £1.6bn recorded in the same period in 2023.
10/10/2024
Lift is headquartered in Greater Manchester, with offices in London and Edinburgh.
10/09/2024
Now, the management team will acquire a majority stake in Clarion, while Walker will remain i the firm for at least five more years.
10/09/2024
The investment firm has set up a multi-manager solution and is targeting 8% net annualised returns.
10/09/2024
The partnership will strengthen Van Lanschot Kempen’s advisory services
10/09/2024
The newly created division underpins the Titan Wealth Group’s capability in custody and settlement services
10/09/2024
For the sixth time in a row, the HWZ, in collaboration with UBS, is awarding the Sustainability Prize for outstanding bachelor's theses.
10/09/2024
Family offices have traditionally been seen as guardians of wealth, focused on preserving and growing assets for future generations.
10/09/2024
Non-dom describes a UK resident whose permanent home – or domicile – for tax purposes is outside the UK.
10/08/2024
As a result, in April this year Northern Trust Asset Management announced that Christian Roth has been hired as chief investment officer of global fixed income.
10/08/2024
As at 31 December 2023, assets under advice were c. £1.6bn
10/08/2024
Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice