03/10/2026
The session formed part of the firm’s commitment to supporting women’s wealth and inspiring the next generation of female investors and entrepreneurs in Jersey.
03/09/2026
The most effective approach is lifelong: start early, review regularly, and adapt your plan as life evolves.
03/09/2026
This community creates a dedicated platform for women to share experiences, foster networking and access opportunities for professional and personal growth.
03/09/2026
The investment grade ratings we have received from both agencies are a testament to the financial stability of our firm.
03/06/2026
Featuring 144 open-ended funds, Exchange Traded Products and investment trusts, the latest List is a valuable guide for DIY investors seeking inspiration for their tax-free allowances before the end of the financial year
03/06/2026
The Swiss delegation will be led by Federal Councillor Elisabeth Baume-Schneider, Minister for Gender Equality.
03/06/2026
The female client segment in wealth management is arguably a topic less discussed, relative to its potential opportunity.
03/05/2026
Although a higher base resulting from the early arrival of the Chinese New Year in 2025 weighed on January’s year-on-year comparison, the retail sector maintained its positive trajectory.
03/04/2026
The shift did not happen overnight, and many point to these two decisions as the turning point.
03/03/2026
Harvest and fincite today released the WealthTech Radar 2026, their fourth annual report on the trends reshaping European wealth management.
03/03/2026
FTSE Russell is a trading name of certain of the LSE Group companies.
03/03/2026
US strikes on Iran follow a return to unilateral force and coincide with emergence of three definitive power blocs in the investment world
03/03/2026
This comes as the FIM industry undergoes long-term structural change to meet evolving needs of clients.
03/02/2026
The 10 richest U.S. billionaires gained nearly $700 billion dollars in the last year.
02/27/2026
Catch up on this week’s top news in wealth management
02/26/2026
With the timeline for the change to take effect yet to be decided, many property owners are wondering what the consequences will be for them.
02/26/2026
A lack of clear communication emerged as a critical factor, with 28% of families identifying it as a primary reason they disagree over wealth.
02/26/2026
High-net-worth individuals are reassessing where they base themselves and their assets in response to tax changes, geopolitical tension and policy unpredictability.
02/25/2026
Each installment of the series explores key trends shaping the advisor–dealer relationship, revealing opportunities for firms to modernize their support models and better align with advisor priorities and evolving client needs.
02/23/2026
Emerging market equities could deliver faster earnings growth and exposure to the artificial intelligence theme.