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
11/26/2020
These trends underscore the need for wealth managers to accelerate their digital transformation to adapt to rising client demands for an enhanced digital user experience.
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
Are wealthy clients remediating older structures, with the arrival of the CRS, economic substance and soon Mandatory Disclosure Rules?
11/25/2020
Arbuthnot Latham head of wealth management Steve Pennington on understanding clients
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
"Whilst we strongly support the role of the FSCS in protecting customers, this latest increase further underlines the need to urgently get these costs under control."
11/25/2020
The multi-thematic fund aims to invest in future leaders of the world economy.
11/25/2020
Whitman is targeting £25m in the initial stages of the Fund.
11/25/2020
“There are a million wealth managers and most of them are doing active management,” Danker said. “We think that is overrated. There aren’t many offerings for full-service passive management.”
11/24/2020
Beacon Pointe Advisors Announces Merger with Wealth Manager
A Foothold in the South and Beacon Pointe's Largest Deal to Date
11/24/2020
Stanhope merges with FWM to create $24.2bn wealth manager
Deal comes amid growing competition to service the ranks of the world’s super-rich
11/24/2020
ZEDRA rebrands London acquisition, unveils new global expansion service
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
Just over 1,000 km/640 miles off the East Coast of the U.S., Bermuda is not only the ultimate island destination, but has been largely shielded from the pandemic.
11/24/2020
The recommendations connect investment decisions more closely with climate change and sustainability considerations, as well as strengthening the relationship between savers’ broader investment goals and their financial returns.
11/24/2020
York Capital Management to restructure
11/24/2020
These digital-savvy, time-poor investors are increasingly turning to peer-to-peer lending to get on the property ladder and access double-digit returns from a click on their phone or tablet.
11/24/2020
Mike Hollings and Neil Williams on targeting US immigrants, lockdown working and how central banks have ‘flanneled’ everyone
11/24/2020
They have encouraged private lenders to follow suit—albeit with little success.