07/14/2025
Julius Baer: Luxury loses lustre for rich despite wealth growth
Singapore and Hong Kong remain among the most expensive cities for high net worth individuals, whose spending patterns, shifted notably last year.
07/14/2025
Singapore and Hong Kong remain among the most expensive cities for high net worth individuals, whose spending patterns, shifted notably last year.
07/11/2025
Unicredit made a major investment in Germany's second-largest private bank in the fall.
07/11/2025
The Board anticipates the full year performance to be in line with market expectations.
07/11/2025
In addition to charities, CCLA also serves religious institutions and local authorities. It has total funds under management of over £15bn.
07/11/2025
Now, I’m not one to throw stones from a glass house, but one friend’s portfolio gave me pause.
07/11/2025
The new partnership with Six Nations Rugby sees a return to the sport for Quilter.
07/11/2025
The bank opens a $5m flagship space in St James’s, aiming to mirror its successful Asian wealth model and strengthen international investment links.
07/11/2025
There are other options such as freezing the State Pension and increasing access to Pension Credit which might be a more pragmatic route – it’s already in place and better targeted to those who need help most.
07/11/2025
Aurea Partners, launched by Raphaela Schröder and Reto Börlin, will support private markets managers with their entry into Switzerland, and help them navigate the local market and regulations.
07/10/2025
Aditum Launches Two Funds Offering Access to PIMCO Strategies
07/10/2025
Macroeconomic uncertainty and weaker profits are forcing the industry to rethink its business and operating models.
07/10/2025
The centre, based in St James, is the latest in a series of initiatives aimed at capturing a greater slice of the mass affluent market.
07/10/2025
Yet, alongside these shifts, some best practices have endured across generations, ensuring long-term success and stability.
07/10/2025
These staggering inheritance figures, from a report by Vanguard, should be a golden opportunity for the industry.
07/10/2025
The investment bank concluded that while it remains positive on EFG’s medium-term outlook, the risk-reward profile now appears "more balanced" with the current valuation looking "fair" following the recent share price appreciatio
07/10/2025
Liontrust said 73% of its funds were in the first or second quartile of their sectors since inception as of 30 June.
07/09/2025
As the Club’s Official Wealth Management Partner, Evelyn Partners will work alongside City to support and empower players through every stage of their financial journey.
07/09/2025
A new “Wealth Planning Germany division” will also be launched within wealth management, headed by Lisa-Marie Wohrle.
07/09/2025
NCM is a well-established financial planning and independent advice firm based in Surrey.
07/09/2025
The ranking, based on independent research by Funds Europe and public available data, offers a clear view of global industry dynamics.