09/09/2022
How much wealth Prince Charles will inherit from Queen Elizabeth?
The bulk of the late sovereign's personal wealth will pass to Charles intact, without the British government getting a slice.
09/09/2022
Wealth managers have emerged from the pandemic relatively unscathed and have now returned to face meetings with clients and are gathering further assets, often arising from client cash flows accumulated through the pandemic.
09/09/2022
Evelyn Partners last month moved into its new Newcastle offices at St Ann’s Quay, which provides triple the space of its previous premises in the city.
09/09/2022
The eighth-annual event featured 105 awards presented to 84 companies and individuals from a pool of 225 finalists.
09/09/2022
This means boosting organisational agility to identify and explore new opportunities, learn what works, invest appropriately, and act across every product or service offering with a strong focus on customer value.
09/09/2022
The Swiss bank will acquire the 49% held by Founder Securities for CHF 190m, giving it full control of the operation.
09/09/2022
In addition, Belgian asset manager Degroof Petercam has increased its minority stake in the company.
09/09/2022
The SNB chairman also discussed the status of the Swiss franc.
09/08/2022
He became a very familiar figure among advisers in the early to late-2000s for his work with Skandia
09/08/2022
Head of intermediary communications at the AIC, Nick Britton, said historically, market downturns have been a great time to buy investment companies.
09/08/2022
Goldsborough Wealth is a sound strategic fit for the group that will both complement and enhance our overall offering for clients.
09/08/2022
As is well known, the Swiss National Bank (SNB), as the guardian of price stability in Switzerland, is pursuing a target range of 0 to 2 percent inflation.
09/08/2022
The addition of Pinnacle Private Wealth brings Wealth Enhancement Group's total client assets to more than $56 billion.
09/08/2022
Apex Group’s services are provided through a single relationship, offering efficient, scalable solutions and enabling clients to grow and expand into new jurisdictions.
09/07/2022
We look at the headlines and trends dominating the Responsible Investment sector, the latest analysis from our research team and how our Wealth Shortlist picks have performed.
09/07/2022
Nevertheless, action has not proportionally reflected this with 45 percent of HNWIs in the region holding less than 20 percent of sustainable investments in their portfolios.
09/07/2022
The winners will be announced at an award ceremony on 2 November 2022 at the JW Marriott Grosvenor House, London.
09/07/2022
The company says its solution will provide SJP with the ability to continuously screen entities against global watch lists of sanctions, politically exposed persons and adverse media, as well as any internal whitelists and blacklists, across the entire or
09/07/2022
Privilège Ventures manages a portfolio of early-stage startups, most of which are based in Switzerland.
09/07/2022
Escalate has invested in over 100 companies, including Homeaway/VRBO, Phreesia, SailPoint, and Virtustream.