09/25/2025
RBC Wealth ups alts exposure with Partners Group royalties fund
The fund will be used in RBC Wealth’s alternatives model portfolio for clients in the UK and Channel Islands.
09/25/2025
The fund will be used in RBC Wealth’s alternatives model portfolio for clients in the UK and Channel Islands.
09/25/2025
This issue explores how solar is fuelling the prospect of a new era of cheap energy; why beauty M&A is resurging, with indie brands like rhode at the forefront; and a split-screen AI debate: scepticism over productivity gains versus the promise of age
09/24/2025
He has also been instrumental in driving the firm’s recent growth and has spearheaded a number of new initiatives that have helped to reinforce Bentley Reid’s position has a truly holistic provider of wealth management solutions.”
09/24/2025
The initial focus is on the sale of the subsidiary.
09/24/2025
The three new funds will broaden access to Apollo’s European private credit, global diversified credit and private markets secondaries offerings, with clients able to invest in each for as little as €10,000 ($11,791)
09/24/2025
The three new products will launch under the ELTIF 2.0 fund regime
09/23/2025
The AIM listed Isle of Man-based financial services group saw its profits before tax increase by 16% to £4.1m for the six months ended 30 June 2025 on operating income of £18.4m and interest income of £17.7m.
09/23/2025
The report was compiled by Citi Wealth’s Global Family Office Group, which works with over 1,800 family offices worldwide
09/23/2025
The group develops global transfer agency software
09/23/2025
Clients can access the new offering via their advisory relationship.
09/23/2025
With the payout, the banking giant resolves a case over cross-border business activities in France between 2004 and 2012.
09/23/2025
Deal extends North West presence, brings wealth advice to new clients with assets moving to BNY Pershing.
09/23/2025
Creating a top-ten European energy transition platform
09/23/2025
This represents a hugely exciting opportunity for our clients and all of us here at JH&P.
09/22/2025
Proposed Acquisition of WH Ireland’s Wealth Management Business
09/22/2025
Independent asset managers and financial advisors can now manage client portfolios in one comprehensive system.
09/22/2025
The upcoming Budget is expected to create only a minor headwind for net flows in the fourth quarter.
09/22/2025
Throughout this journey, he’s been quite a vocal teacher, offering powerful advice over the years to guide the next generation of investors.
09/22/2025
This enables financial advisers to offer their clients enhanced, actively managed solutions led by an award-winning investment team.
09/22/2025
The rise of family offices as fund clients is also reflected in the broader growth of private funds domiciled in the Cayman Islands, which increased by over 36% from 2020 to 2025.