03/15/2022
They tend to invest directly or participate in co-investments, rather than via a fund, meaning that they have different requirements when it comes to structuring their private investments and settling on a jurisdiction.
03/15/2022
It is a matter of preconceived ideas, a reflection of a society that confines the sexes to specific roles, that is still very widespread in Switzerland.
03/15/2022
About 4% of the assets run by the Swiss bank’s wealth management arm were with Russian clients, either in the country or nationals living abroad, Gottstein said.
03/15/2022
The addition of CDC to the Verso group adds scale to Verso’s network and creates hubs in the North East as Verso builds its national footprint.
03/15/2022
Part of growth strategy
03/14/2022
LGT is well positioned to continue to achieve profitable growth in 2022.
03/14/2022
Quilter launches two unique tools to transform client profiling alongside extended WealthSelect range
03/14/2022
Shard Capital Partners has expanded it's discretionary asset management services to clients in Jersey.
03/11/2022
The merger also means the Schroder UK Alpha Plus Fund will benefit from economies of scale, with the net asset value of the fund increasing to over £800m[1].
03/11/2022
Used on firm's WealthSelect service
03/10/2022
67 firms in UK
03/10/2022
The sanctions are only just starting to be implemented and we have yet to see the full force of the shock to the global economic system.
03/10/2022
Brooks Macdonald’s adviser funds up 60%
Total funds under management climbed £800mn to £17.3bn in the six months leading up to December.
03/10/2022
High-net-worths driving demand for onshore bonds
The research, undertaken by PureProfile, surveyed 100 UK-based wealth management advisers between September 22 and 29.
03/10/2022
But chief executive warns of challenges ahead as Ukraine crisis unsettles markets
03/10/2022
A few days earlier UBS said it had around $200m exposure to Russian assets that were used as collateral in loans to clients at its wealth unit.
03/10/2022
As part of its growth strategy, Jordan Laight has joined the financial planning team as a paraplanner.
03/10/2022
Ad hoc announcement pursuant to article 53 LR
03/09/2022
Our confidence in our prospects is reflected in the Board’s decision to lift the full-year dividend by 22% to 5.6 pence.
03/09/2022
Many of our clients are boutique financial services firms – for whom, as readers will know, reputation is everything.