01/24/2025
Jets and luxury homes: why private banks are homing in on the ultra wealthy
It plans to “double down on hirings” in the UK and the Nordic
01/24/2025
It plans to “double down on hirings” in the UK and the Nordic
01/24/2025
But his prominent corner of the industry has changed dramatically since then, particularly the wealth management sector, which became his primary focus during 2024.
01/23/2025
Top City banks ramp up hiring in key wealth hubs in the US, UK and Europe to cater for a growing class of millionaires and billionaires
01/23/2025
Donna and Lee join Guernsey and Cayman Director Lisa Vizia and Trust Director Dominic Lawton-Smith who have both retained their listing.
01/23/2025
Fairstone will seed the new range with over £500m on day one and anticipates that it will drive incremental assets into its MPS ranges of £2bn over the next 12 months.
01/23/2025
Wealth firms are evolving to engage families, address intergenerational wealth transfer, and embrace emerging industries.
01/22/2025
Peter Clark, CEO, has been at the forefront of advancing service-led wealth management solutions for Bentley Reid’s private clients for almost 20 years.
01/22/2025
The increase of 3% in the quarter reflected net inflows coupled with broadly neutral markets and a positive contribution from Sterling weakness.
01/22/2025
The new strategy, DOM Global Macro, is run by a five-person team which joined from Credit Suisse last year.
01/22/2025
Cam Wealth will provide synergies in conjunction with the Group owned Isle of Man IFA, Edgewater Associates Limited.
01/22/2025
The flow of capital from family offices into early-stage UK companies could be a win-win situation
01/21/2025
The loan was for refinancing existing debt on a multi-let office building in Manchester City Centre.
01/21/2025
Expats can be faced with a lot of questions about their finances, and will have to spend time finding out what is and isn't allowed for US citizens living abroad.
01/21/2025
BPCE (through Natixis IM) and GIH would each own 50% of the combined business with balanced governance and control rights.
01/21/2025
The secure digital application will provide a gateway to private market investing through one convenient and user-friendly application.
01/21/2025
The obvious choice was to follow in the footsteps of her father Murat, one of the country’s top lawyers.
01/21/2025
The ‘mass affluent’ market could be big, but it isn’t big enough for everyone to win
01/21/2025
With much of the investment community attempting to predict the actions of Donald Trump, as he ascends to the US presidency, stock watchers are recommending continued diversification, away from a handful of tech leaders.
01/20/2025
The team has increased the fixed income allocation at the lower risk levels within the range.
01/20/2025
The 280-year-old wealth manager Rathbones has learnt new tricks from its Investec merger and is ready to embrace passive investment and Instagram