02/15/2023
Succession makes first acquisition since Aviva takeover
Acquired firm G+E Wealth Management has one office in York and two in Leeds.
02/15/2023
Acquired firm G+E Wealth Management has one office in York and two in Leeds.
02/15/2023
As RBC Wealth Management finds inheritance tax planning is top concern for HNW Brits
02/15/2023
It is the third time in a row, and the sixth time over the last ten years that Rathbones has won Investment Management Company of the Year at the leading industry awards.
02/15/2023
The company's own website states there are 4,693 advisers within its network, and so dividing that figure by the total debt gets the £111,000 average figure.
02/15/2023
It surveyed family offices from the UK, US, Germany and Switzerland, who manage more than $98 billion in assets.
02/15/2023
The hedge fund industry entered a difficult phase in 2009 because dispersion stopped moving in the right direction.
02/15/2023
The closing of the transaction is expected by the end of March 2023 upon approval from the relevant regulatory authorities and other customary closing conditions.
02/14/2023
Belfast-based Finlay Wealth Management marks its busiest year as clients seeking advice during economic uncertainty increase
02/14/2023
So if not done already then it’s definitely time for earners, savers and investors to review their tax position.
02/14/2023
The four experienced professionals from IQ-EQ who’ve made the list this year
02/14/2023
Last week, Rothschild’s holding company Concordia revealed the offer price for around 61% of stock of Rothschild & Co.
02/14/2023
Germany is the largest private banking market in Europe and for several years has been an important target market for Liechtenstein's VP Bank.
02/14/2023
Credit Suisse is entering into a strategic partnership with Taurus, the leading digital asset infrastructure provider for financial institutions in Europe.
02/14/2023
The new strategy will allocate to companies supporting a more sustainable consumption of natural resources.
02/14/2023
Söderberg & Partners appoints former Novia executives to lead UK operations
02/13/2023
The members of the jury noted that, along with providing a professional strategy and a clear impact investing approach, the winning campaign successfully blends aesthetics, provocation and the relevance of the topics addressed.
02/13/2023
As an independent banking group, Rothschild & Co offers its clients a long-term investment approach free of conflicts of interest.
02/13/2023
In order to accelerate the systemic changes in the remaining period and to channel financing correctly, WWF Germany is cooperating with Deutsche Bank.
02/13/2023
76% of all HNWIs felt they needed guidance for investment management, but men were more confident than women (60% vs 40%).
02/13/2023
The register is a major policy shift, requiring overseas companies to declare beneficial owners or face potential prosecution.