10/04/2024
The tech titan has often advocated for higher taxes on the rich, as well as encouraging his ultrawealthy peers to engage in philanthropy.
10/03/2024
In recent months, the Waystone ETFs team has been strengthened by the arrival of a number of experienced new team members.
10/03/2024
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.
10/03/2024
Watson & Company is one of the largest mortgage and protection brokerages in Bristol with over 10 members of staff.
10/02/2024
From the magazine: There is arguably no one more important to an UHNW than a loyal 'right-hand man' – until the relationship sours
10/02/2024
Jack Chellman, chief projects officer at the Global Returns Project, made the case for charitable giving as part of investment plans.
10/01/2024
In addition to the interest rate decision, the Swiss National Bank's inflation forecast and economic outlook will also be in focus.
10/01/2024
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.
09/24/2024
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
09/23/2024
This is where banks such as UBS, Zuger Kantonalbank, Raiffeisen and Lombard Odier tussle for the wealthy client base.
09/23/2024
It is shaking the foundations of this secretive profession - what's more, there are many indications that the dam has now been broken.
09/20/2024
Caroline Bagshaw highlights the initiatives firms should adopt to move the needle towards better diversity, equity, and inclusion
09/18/2024
The gender of a fund manager should be irrelevant but it is often not.
09/18/2024
As of 2023, there are 14,555 women-powered businesses in the UK
09/18/2024
New data shows assets reached €4,460.5 billion in 2023 – a 5% increase on December 31st in the previous year.
09/12/2024
Similar efforts to weaken or delay regulations aimed at strengthening banking resilience are likely in other countries as well.
09/11/2024
Firm supports advisors with education and consulting on the complex needs of high-net-worth families.
09/11/2024
Time in the market, on the other hand, has proven to be more beneficial for longer-term investors focused on quality companies with strong fundamentals.
09/10/2024
The FANG+, which tracks the top 10 most traded tech stocks, lost 6.2% over the week.
09/10/2024
In addition, long-term employees whose wages have not been increased for five years or more should now receive a wage increase.