01/23/2025
The southeast region, which has experienced a significant increase in wealth in recent years, includes areas such as Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Miami, Palm Beach, Naples, and Tampa, among others
01/23/2025
The strategy leverages Oaktree’s extensive credit expertise developed over three decades and through multiple market cycles.
01/23/2025
It is assumed that the EU and UK will adopt the same migration date as a combined migration of CH/FL, EU and UK.
01/23/2025
In other currencies, the price of gold had already reached new highs in recent weeks and days.
01/23/2025
Fairstone will seed the new range with over £500m on day one and anticipates that it will drive incremental assets into its MPS ranges of £2bn over the next 12 months.
01/23/2025
The regulator says CICC has been granted a license, having seen an “uptick” in interest from Hong Kong hedge funds.
01/23/2025
Wealth firms are evolving to engage families, address intergenerational wealth transfer, and embrace emerging industries.
01/23/2025
The annual Miami Family Wealth Report Awards recognises the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in Miami, Latin America and the Caribbean.
01/22/2025
The bank has also expanded its operations in GIFT City with new premises.
01/22/2025
As with any new administration coming in, potential policy changes can cause uncertainty in the markets
01/22/2025
Peter Clark, CEO, has been at the forefront of advancing service-led wealth management solutions for Bentley Reid’s private clients for almost 20 years.
01/22/2025
The new strategy, DOM Global Macro, is run by a five-person team which joined from Credit Suisse last year.
01/22/2025
With these milestones, Goldman Sachs continues to set benchmarks for excellence in the global wealth management industry.
01/22/2025
The increase of 3% in the quarter reflected net inflows coupled with broadly neutral markets and a positive contribution from Sterling weakness.
01/22/2025
The Spear's 500 is the definitive resource for (U)HNWs in search of expert advisers and service-providers.
01/22/2025
This acquisition aligns perfectly with our objective of enhancing shareholder value while exploring new avenues for growth within the UK’s financial landscape.
01/22/2025
Richard also highlights the value of transparent, client-focused services and the increasing role of next generation leaders in shaping family governance and succession planning.
01/22/2025
Firm is the highest-ranked team in Michigan for the third consecutive year
01/21/2025
The loan was for refinancing existing debt on a multi-let office building in Manchester City Centre.
01/21/2025
The working group will do roadshows and update industry players on new policies and regulatory measures in Hong Kong, association says