HIGHVERN celebrates its own Power Woman
As one of just eight Guernsey professionals shortlisted for the award, Kerrie faced a public vote and a judging panel consisting of 10 esteemed female industry leaders.
Comment & Analysis
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UBP: The era of Swiss franc appreciation is over
The euro is set to outperform the franc after a decade-long appreciation, says UBP’s global head of forex strategy Peter Kinsella.
'We want women to start their own financial journey'
Financial advice is all about meeting clients and taking them on a journey towards reaching their financial objectives and aspirations.
The modern female investor: empowered, sustainable, goal-driven
Women are managing growing levels of wealth across many countries.
Five Reasons why it is important for women to Take Charge of Their Finances
Women are leaders everywhere, whether as a CEO of a Fortune 500 company or as a homemaker who raises her family and heads her household.
Why UK real estate looks poised to recover
UK real estate has endured a tough nine months, but we think the makings of a recovery are starting to fall into place.
How to implement your philanthropic ambitions
Another way is to create your own foundation or your own philanthropic endowment fund.
Knowledge is power: The roadmap to digital distinction for wealth management firms
The wealth management industry is rapidly evolving and digitsation is at the very core of this transition.
Why The Wealthy Already Working With Advisors Is Your Competitive Advantage
Many advisors believe that when wealthy individuals and families have advisors they are comfortable with, the odds of them becoming clients are very low.
UBS publishes Annual Report and Sustainability Report 2022
The Annual Report presents fully audited results for the year ending 31 December 2022
Structuring acquisitions around value
Specific valuation advice should be sought in each case, as the starting point of any transaction is a detailed review of the financial information of the target.
Quilter’s six asks from the Budget
Below are three pension and three tax and financial planning asks that would help relieve some of the pressure of the cost of living crisis and address unfairness in the way the nation’s finances work.