06/03/2020
Pictet expands equity range with family-focused fund
Swiss group launches new strategy designed to tap opportunities provided by family-owned stocks.
06/03/2020
Swiss group launches new strategy designed to tap opportunities provided by family-owned stocks.
06/03/2020
Revenue at Canaccord Genuity’s European wealth division climbed 8% in Q1 as higher turnover and its 2019 purchase of Thomas Miller helped offset tumbling assets.
06/02/2020
This is expected to create an annual saving of £400,000.
06/02/2020
Modelling affords clients clearer visibility of what’s to come
06/02/2020
Despite family offices not being directly regulated in either Jersey or Guernsey, regulation is a factor for families to consider.
06/01/2020
ZEDRA Fund Services is optimistic about the broader range of new business opportunities that could arise, in particular seeing private funds as a significant growth area
06/01/2020
In today's update the company said: "Following a period of consolidation, the group is continuing to focus on cash generation and organic growth.
06/01/2020
Early stage companies have had to move quickly to survive the sudden drying up of cash flow, but there are opportunities for those with the foresight to adapt.
06/01/2020
Remaining staff bonuses and all directors’ bonuses relating to the financial year just ended will not be paid.
06/01/2020
The company continued to trade profitably, in line with our expectations, while focusing on cash management and paying down both Deferred Consideration and Loan Notes as they matured.
06/01/2020
The recovery has been broad-based to include not only the areas directly targeted by the Fed, but also emerging market debt.
06/01/2020
Be sure you carefully understand your local government and health department’s directives and guidelines as you adjust your workplace in this environment .
06/01/2020
The launch comes as the family office space expands, evolves and diversifies, with globally minded UHNW families
06/01/2020
Chief executive Ian Mattioli will continue to take a cut in salary as the firm continues to stem the threats from Covid-19.
05/31/2020
Last May, the South African-founded bank sold its wealth management business in Ireland to British investment manager Brewin Dolphin for €44m.
05/31/2020
Warburg Pincus is investing more than £250m to secure the creation of the UK’s fourth-biggest wealth manager, Sky News learns.
05/31/2020
We continue to conduct extensive analysis looking for those businesses which have been unfairly treated and which we are confident can return to their pre-crisis positions.
05/29/2020
Ms Bristow said Wealthtime would also look to create strategic relationships with discretionary fund managers and advice firms to offer white label
05/29/2020
In a bid to ‘increase market share’ and ‘diversify’ its geographical reach
05/29/2020
Renowned fund manager is running investment trust money again for first time in seven years