10/03/2024
This recognition is a testament to our team's ability to navigate an ever-changing financial landscape and provide advisors and investors with strategies that help achieve long-term success.
10/03/2024
More than half of ultra-wealthy families are concerned about ceding control to an unqualified next generation, a survey found.
10/03/2024
The award celebrates visionary female founders, co-founders, and C-level executives who are shaping the future of technology and redefining leadership in innovation.
10/03/2024
Falling interest income may lead to less favourable earnings per share (EPS) momentum
10/03/2024
The Farrer & Co team was led by Simon Ward
10/03/2024
Altium Wealth Management joined Hightower in 2022
10/03/2024
Despite the technological strides, the value of human advisors remains irreplaceable, with the report suggesting a move towards a hybrid advisory model where human expertise complements AI tools.
10/03/2024
This formed part of the group's expansion to provide enhanced client to custody offerings alongside asset management.
10/03/2024
WTW’s investment follows a successful strategic alliance since 2022.
10/03/2024
This team will serve current clients and extend the bank’s range of bespoke wealth management services to the rapidly growing high-net-worth and ultra-high-net-worth communities across Dubai and the region.
10/03/2024
UK fund house announces deal for investment unit and institutional assets of Origin Asset Management as it seeks to build scale in emerging markets.
10/03/2024
Henry Francklin and Charles Empson have set up fund distribution business Hermod Capital.
10/02/2024
IG Wealth Management and ClearEstate partner to provide Canadians with a modern estate planning experience to protect legacies
10/02/2024
Praemium said this new offering “sets a new standard for private wealth management” and reinforces its commitment to “delivering excellence and growing significant market share in this segment”.
10/02/2024
Investment professionals and support staff at Cantab will keep existing roles
10/02/2024
A good 5 percent of survey participants even assume that half of the independent asset managers in this country will disappear
10/02/2024
The time has come to elect the best bankers and investment advisors in the region. Voting is officially open.
10/02/2024
Recent legal amendments including stricter taxation measures point to a clear need for sound planning strategies to preserve wealth
10/02/2024
This merger follows UBS’s acquisition of Credit Suisse and is part of the broader consolidation of their fund management operations.
10/02/2024
According to the 2024 Aviva Investors study, 64 per cent of institutional investors globally see diversification as a primary reason for allocating to real assets.