03/14/2025
Philanthropists and family offices have a vital role to play by seizing the high-risk, high-reward opportunities that can lead to groundbreaking innovation, said Sir Leonard Blavatnik
03/14/2025
UK wealth managers pledge to keep DEI targets as regulators scale back their demands.
03/13/2025
Client assets under management rose by 9.5 per cent, while the new money inflow was 3.6 per cent.
03/13/2025
The success of Luxembourg’s financial center with private clients continues to strengthen year after year.
03/13/2025
Young investors will want to take more risk, while those in retirement may be focused on income.
03/12/2025
Sally joins Stonehage Fleming from Lombard International where she acted as Group Chief of Staff
03/12/2025
He will succeed JeanClaude Gourrut, who is retiring after 15 years in this role.
03/12/2025
The license was issued following the successful completion of a comprehensive authorization process and confirmation the business has been fully capitalized.
03/11/2025
The firms are from across England and Wales
03/11/2025
The managers have distinct geographic focuses and strategy characteristics to ensure diversification and to minimise overlap.
03/11/2025
Baillie Gifford has a reputation for having a special instinct for lucrative shares.
03/11/2025
For the full year 2025, Partners Group expects total new client assets of between USD 26 to 31 billion.
03/11/2025
The bank achieves an outstanding result in 2024
03/11/2025
Wealth managers servicing the UK’s beleaguered entrepreneurial community are reporting challenging conditions, as both the private and public sectors struggle to identify good news to attract investment.
03/11/2025
Through this collaboration, the bank expects to streamline services via a single entry point, optimising the operational, regulatory, legal and financial processes across its French entities.
03/10/2025
In order to facilitate the deal and support the future growth of the payment division, Barclays plans to inject £400m ($533m) into the business.
03/10/2025
This underlines the stability and continuity of the company and reinforces its long-term vision of creating added value for all clients, partners and employees.
03/10/2025
Ludlow Trust is now the largest provider of trust services in the UK onshore trust advisory sector.
03/10/2025
This strategic move allows Ruhi Ventures to concentrate on its core investment activities while enabling RuhiVC to expand its specialized advisory services.
03/07/2025
The rebrand comes following completion of the sale by Close Brothers Group.