09/11/2019
Impact investments can be defined as investments focused not only on profit but also on the creation of tangible social and/or environmental benefit.
09/11/2019
As it looks to recruit a UK-based head of distribution and product
09/11/2019
She is also on the Citywealth Leaders List and features on the epc Top 35 Under 35 Channel Islands listing.
09/11/2019
Most recently it has been the turn of so-called ‘family offices’ – advisory firms that manage the affairs of super-rich individuals and dynasties.
09/10/2019
The group says the trust is now seeking additional capital in order to “execute the next phase of investment opportunities.”
09/10/2019
Climate change and the speed of global warming are two of the greatest systemic risks to the planet.
09/09/2019
Quilter Cheviot's Dubai office has successfully secured a Category 4 licence, having previously operated within the DIFC (Dubai International Financial Centre) as a representative office
09/09/2019
The wealthy of these nations were traditionally humble people who wanted the best for their offspring, with many sending their children to be educated in the UK and US where they often settled.
09/09/2019
The range of model portfolios will be rebalanced quarterly, with the flexibility to change the asset allocation at any time to ensure they are still aligned with the overall strategic asset allocation.
09/06/2019
Those with a £200,000+ income can qualify regardless of minimum investible assets
09/06/2019
The listed front section of the building, which was initially completed in 1840, will be converted to provide a wellness suite, a business lounge and a multi-function room.
09/06/2019
The awards recognise those in the wealth sector, highlighting the female leaders of today and tomorrow.
09/06/2019
TMF Group expands fund services through Channel Islands acquisition
Mark Weil, CEO of TMF Group, said: “We are excited to be growing our fund administration business
09/06/2019
Wealth manager creates 'super' southern office
'To support clients'
09/06/2019
The City watchdog pledge action against any company it found did not treat vulnerable customers fairly.
09/05/2019
The FlowStone Opportunity Fund will invest in a mix of secondaries, primary investments, and co-investments and will be diversified across several important metrics, including underlying manager/investment strategy, vintage year, sector and geography.
09/05/2019
Forth Financial will keep its branding and joint director Tom O’Neill is set to retire from the business.
09/05/2019
Once a global wealth management powerhouse, DBWM no longer sits in the top 10 when it comes to AuM or stature.
09/05/2019
Tindle Wealth Management has started a dedicated ‘Professionals Program’ for young high earners.
09/04/2019
New York-based Tiedemann Advisors is partnering with Switzerland's Constantia Partners to target clients in the EU and Middle East