Quilter appoints Watson & Co to its mortgage network
Watson & Company is one of the largest mortgage and protection brokerages in Bristol with over 10 members of staff.
Comment & Analysis
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The Quilter Academy partners with FutureProof Pro and Life After Professional Sport
FutureProof Pro is a careers support service looking to transition into a new field after their successful sporting careers, which can be daunting for many.
Waystone to support American Century’s first European ETFs
In recent months, the Waystone ETFs team has been strengthened by the arrival of a number of experienced new team members.
Clients want to talk to advisers about philanthropy
Jack Chellman, chief projects officer at the Global Returns Project, made the case for charitable giving as part of investment plans.
Confidant’s trick: What happens when a trusted UHNW adviser goes rogue?
From the magazine: There is arguably no one more important to an UHNW than a loyal 'right-hand man' – until the relationship sours
Using cutting-edge financial products to empower hands-on philanthropy and sustainable investment
Along with a personalised approach from wealth managers, the modern philanthropist also needs access to financial products, structures and vehicles that can offer this level of influence.
Thomas Jordan's Exit, Leaving Potential Liabilities Behind
In addition to the interest rate decision, the Swiss National Bank's inflation forecast and economic outlook will also be in focus.
BNY Releases The Voice of Community Banks Survey
The survey looked at the current state of community banks across the country—and the findings reveal what community banks need to stay competitive and help their communities thrive
Breaking taboos in Swiss private banking
It is shaking the foundations of this secretive profession - what's more, there are many indications that the dam has now been broken.
“A key indicator of success is when clients introduce their children to us” – an interview with Frédéric Rochat, our Managing Partner
This is where banks such as UBS, Zuger Kantonalbank, Raiffeisen and Lombard Odier tussle for the wealthy client base.
IQ-EQ’s Bagshaw: The asset management industry must do more to fuel female success
Caroline Bagshaw highlights the initiatives firms should adopt to move the needle towards better diversity, equity, and inclusion
Luxembourg Ucits funds gained from impressive rebound
New data shows assets reached €4,460.5 billion in 2023 – a 5% increase on December 31st in the previous year.