12/12/2024
BCS Plans Hiring to Boost Private Banking & Wealth Management Unit
BCS aims to grow its wealth management capabilities to offset declining revenues
12/12/2024
BCS aims to grow its wealth management capabilities to offset declining revenues
12/12/2024
While there are economic issues to discuss, "people only want to talk about Trump".
12/12/2024
We are delighted to partner with Hamilton Lane and Apex Group for this exciting project.
12/11/2024
The UK is a large market with client investable assets totaling some 3.5 trillion pounds
12/11/2024
These funds are predominantly used in the Quilter managed portfolio service, WealthSelect.
12/11/2024
The transaction will confirm Utmost International as a leading global provider of insurance-based wealth solutions
12/11/2024
Investors into the platform will benefit from exposure to a collection of strategies leveraging the new ELTIF 2.0 wrapper across private equity, multi-alternatives, infrastructure, private debt and real estate.
12/11/2024
Yousefian said expectations of rate cuts during 2025 were driving a return to conditions where bonds will once again be safe-haven assets compared to higher-risk equities and alternatives.
12/10/2024
Head of institutional sales Frank Doyle will also exit the firm in March next year
12/10/2024
Chief operating officer Robert Kitchen will assume the role on an interim basis on 1 January.
12/10/2024
Everything about the PUK's work remains highly confidential, even the publication date.
12/10/2024
Alasia, an asset management and business consulting company, is part of the PKB Group and is owned by the Trabaldo Togna family .
12/10/2024
Six years after opening its first Scottish office in Edinburgh, the UK arm of the private bank is expanding its Scottish presence.
12/10/2024
The Mayfair-based high-net-worth brand, established six years ago, will be absorbed by a new Private Wealth division, with 1762 head Simon Blowey leaving the business.
12/10/2024
The MPA Sarasin Tailored Portfolio Service consists of five highly diversified model portfolios designed to meet a range of client risk profiles.
12/10/2024
This evolution is largely influenced by heightened regulatory focus and innovative market strategies that align with environmental sustainability.
12/10/2024
Starting strong and tasks ahead – Switzerland’s transition towards net-zero
12/09/2024
Sponsored by Sure Business, the award recognises Lucy’s “exceptional leadership, innovative approach, and her substantial impact on colleagues and the wider business community”.
12/09/2024
Quilter Cheviot advocates for fully independent boards to best protect shareholder interests.
12/09/2024
First, BNP Paribas noted that lower interest rates will support “leveraged asset classes,” such as real estate, infrastructure and private equity.