12/12/2025
For Alexis Chardigny, Senior Private Banker at Lombard Odier France and car market expert, this trajectory perfectly illustrates the way tangible assets have become a structuring pillar of alternative asset management.
12/11/2025
The study, conducted in conjunction with behavioural consultancy Humans and Money, found that 52% of consumers would engage with targeted support.
12/10/2025
Charles Stanley highlighted that keeping written records of gifts is essential to avoid IHT bills
12/09/2025
Transposition has not happened so far in Hungary
12/08/2025
The conclusion is that the global economy is transitioning towards a more sustainable model – driven not by policy or ethics, but by necessity, innovation, and superior economics.
12/08/2025
Together, their insights underscore a shared a key message that Jersey is uniquely positioned to lead and demonstrates how finance centres can make a big contribution to tackling global issues.
12/05/2025
On the other hand, global equity markets have delivered strong double-digit returns, supported by a continued optimism on Artificial Intelligence (AI), a resilient economy, accommodating central banks and good corporate profitability.
12/04/2025
As a result, European equity prices have remained steady since the summer.
12/03/2025
Featuring the views of over 200 advice professionals, NextWealth and Aegon’s latest research guide, Organic Growth for Financial Advice Firms, has revealed a number of interesting insights into the value of planning when targeting new clients. When
12/03/2025
Service issues remain widespread. Ninety per cent of advisers said they have apologised to clients in the past year because of platform failings, down slightly from 95% in 2024.
12/03/2025
His career began in 1965
12/02/2025
That was the verdict from Chris Samuel, VP of sales and client relationships at iPipeline, when speaking at the Protection Review conference last week.
12/02/2025
The confirmation of a mansion tax will matter most to the top end, but the speculation alone about what might have appeared in the budget had already stalled decisions.
12/01/2025
We believe these sorts of high-quality investment solutions should be available to individuals for both their institutional and personal savings pots
12/01/2025
In this conversation, managing partner Marcus Archer shares his perspective on building trust with entrepreneurs, scaling without losing culture, and guiding businesses through today’s volatile dealmaking environment.
12/01/2025
Billionaires gave desk clock and engraved gold bar weeks before Trump slashed tariffs on imports from Switzerland
11/28/2025
The London office is the business's largest in Europe, with the Birmingham base specialising in innovation and technology.
11/28/2025
The components of M3 showed the following developments.
11/27/2025
By Kendrick Wakeman, CFA, CEO and Co-Founder at WealthTech Strategy Partners
11/26/2025
*A study — the first of its kind in Greece — surveying over 250 ultra-high-net-worth individuals from 30 countries shows a 63% intent to purchase. At the same time, Greece captures just 2% of the €50 billion Mediterranean market.*