05/20/2025
Some wealth firms showed good examples of efforts taken, such as in-house training to improve identification and disclosure, and improving communications through continuous learning.
05/20/2025
The new office, situated within NBK’s London building, offers enhanced client meeting spaces and upgraded technological infrastructure.
05/20/2025
Investors must contend with deep policy uncertainty, still elevated valuations and concentration in U.S. equity markets, and persistent volatility as they anticipate whether the U.S. administration's more market-friendly proposals will come to fruiti
05/19/2025
An individual can be both a remisier and a financial adviser if he has the necessary qualifications and licences
05/19/2025
The company will be raising money for Grace House, a charity based in Southwick that supports disabled children, young people, and their families.
05/19/2025
The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
05/19/2025
36% asset growth over next four years as Islamic Banking enters new phase
05/19/2025
We also polled the wealth managers on equity allocations and where they see the gold price at the end of the year.
05/19/2025
In addition to its traditional institutional business, the firm aims to expand into wealth management. finews.ch met with two key people in Zurich.
05/19/2025
The UK still looks relatively cheap, so on a forward multiple it looks like a great place to pick up some income.
05/19/2025
This gap is driving UHNW families to family offices, which provide bespoke, hands-on coordination of legal, tax, and strategic needs.
05/19/2025
The acquisition awaits SEBI's regulatory approval and is expected to finalise in two to three months.
05/19/2025
Quilter Cheviot’s biggest regional team relocates to new offices in the Paradise neighbourhood of Birmingham.
05/19/2025
Italy’s financial capital is proving an early winner in the race to attract wealthy investors after the UK’s non-dom program ended last month.
05/19/2025
The number of advisers in the network grew by 146 to 59
05/19/2025
Boss Andy McGlone says high-end planners running fewer accounts is the future of UK wealth
05/16/2025
With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.
05/16/2025
The deal marks RIA financier Focus's first combination of 'hub' firms.
05/16/2025
The compensation report for 2024 was approved in a non-binding consultative vote.
05/16/2025
The hub represents a significant strategic step in the nationwide expansion of its successful Wealth Office business model.