11/26/2020
Over the past year, we have invested heavily in our service offering and in the development of innovative technological solutions – including our unique Investor Solutions offering powered by IQ-EQ Cosmos and the 2020 roll-out of our Investran DX an
11/25/2020
The FBN NxG Lombard Odier Award was created in 2009 to celebrate and support outstanding intrapreneurial and entrepreneurial projects initiated by the next generation of family business owners.
11/25/2020
Boston Multi Family Office completes acquisition
Due to the coronavirus pandemic, this acquisition was, by necessity, managed entirely remotely so it is very pleasing that we can now work together as one team.
11/25/2020
Pre-tax profit for the year ended Sept. 30 rose to 78.2 million pounds ($104.44 million) from 75 million pounds a year earlier.
11/25/2020
Multrees will work with CHIM to provide outsourced services to power its bespoke risk managed portfolio solutions for discerning Private Client investors together with trading and settlement services for its own range of funds.
11/25/2020
Joint managing director Mark Jones said: "Concept Wealth is an exciting development in the independent financial services market for individuals and corporate clients.
11/25/2020
Arbuthnot Latham head of wealth management Steve Pennington on understanding clients
11/25/2020
Whitman is targeting £25m in the initial stages of the Fund.
11/24/2020
The Office for Investment is designed to provide a ‘single front door’ to overseas investors and ensure the UK is the most attractive destination in the world to invest.
11/24/2020
Mike Hollings and Neil Williams on targeting US immigrants, lockdown working and how central banks have ‘flanneled’ everyone
11/24/2020
The firm will now be collectively known by its new name of Handelsbanken Wealth & Asset Management
11/24/2020
Many investors believe SOE debt is safe because the Chinese government – either at a local or national level – will step in to prevent defaults.
11/23/2020
The advisers who join Just Mortgages wealth division will be provided with leads from our Just Mortgages client database, as well as being able to find their own leads.
11/23/2020
All securities are reviewed on a quarterly basis with regards to their sensitive sector exposure, overall ESG rating, as well as any potential controversies.
11/23/2020
Channel Islands Wealth management association established
Firms holding Jersey regulated Investment Business (A, B, C) licences and Guernsey regulated (Protection of Investors) Investment Licensees are being invited to be members.
11/23/2020
We are thrilled to have now achieved a majority interest in the re-named Kingswood U
11/23/2020
The trust, which hopes to reach a size of between £300m and £500m over the next five years
11/23/2020
Enhancing digital capabilities and offering more personalized services will be key wealth management trends for 2021, per Capge
11/23/2020
Deal comes amid growing competition to service the ranks of the world’s super-rich
11/23/2020
The firm said it had been working closely with the directors of Network Direct and will include support on income novation and re-authorisation.