06/10/2024
The development is managed and operated by Edmond de Rothschild REIM’s in-house private rental sector platform and builds on the success of Saffron Court, its first development in Nottingham.
06/10/2024
Many market participants have refined their methods to measure sustainability-related investments and no longer report investments that only use exclusions or ESG integration as a sustainable investment approach
06/10/2024
This funding news follows the announcement that WealthOS had released cloud-native and API retail pensions (SIPP) technology
06/07/2024
The Company supports the energy transition by enabling the reliable and sustainable transmission of electricity, whilst facilitating the global electrification megatrend.
06/07/2024
Moonfare’s registered membership community now comprises more than 60,000 individuals.
06/07/2024
This esteemed industry list celebrates outstanding practitioners in the Crown Dependencies who are rising stars in the private wealth sector.
06/07/2024
These firms are strategically choosing use cases that offer the most immediate operational impact and are addressing the challenges of adoption.
06/07/2024
Relationship Managers Spend on Average Just 43% of Time on Value-add Tasks
06/07/2024
Cooper described the startup as wealthtech platform and product that uses AI to provide financial guidance that personalised in real time.
06/07/2024
Avaloq will also integrate the Kaspar& investment app into Avaloq’s Core platform.
06/07/2024
Switzerland is known for its stability, confidentiality, and professional expertise.
06/07/2024
Several obstacles to productivity were identified, including organisational culture, poor communication, inconsistent processes, inadequate technology, unreliable data and compliance burdens.
06/07/2024
Wealth manager clients are widening their investment scope
06/07/2024
The sell off, to Zeus Capital, is expected to be completed by mid-July.
06/06/2024
Move by UK’s biggest wealth manager reflects increasing scrutiny of sector by financial watchdog
06/06/2024
It shows how LGT fulfils its responsibilities in the environmental, social and governance areas, provides concrete insights into our commitment and explains how we are making our investments more sustainable.
06/06/2024
The new partnership between the cryptocurrency specialist and the Zurich-based private bank is set to allow clients to combine the services of both companies.
06/06/2024
His role as Northern England Representative will see him act as a business ambassador for Guernsey to further the island’s presence and reputation in the region.
06/06/2024
Business is booming at the wealth firm and it believes the time is ripe to poach teams disaffected by the consolidation sweeping through the sector.
06/06/2024
Family offices, however, are much freer in those kinds of respects