05/01/2026
The Pacific Desert market is led by UBS Wealth Management Market Executive Justine Frame who says that it’s gratifying to see these teams recognized for their talent and commitment.
05/01/2026
LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy
05/01/2026
The service begins with a no-obligation, in-depth financial review for which customers will pay no upfront fees.
05/01/2026
The concept of ‘patient capital’, encouraging long-term pursuit of both profit and innovation, is gaining increasing buy-in among family offices
05/01/2026
Strategic Partnership Aimed at Supporting More Efficient and Scalable Private Market Implementation
05/01/2026
The environment of volatility enhances the added value of asset selection beyond passive investing, benefiting companies that add value to investors
05/01/2026
The FCA continues to supervise LCM and will work closely with the joint administrator
05/01/2026
FAMILY OFFICE CATEGORIES
05/01/2026
UK collects 3.5pc of GDP from inheritance, property and capital gains levies
05/01/2026
She exited HDFC Mutual Fund in December 2025 after four years of superlative performance.
05/01/2026
The Arizona UBS Wealth Management teams are managed by UBS Executive Director Ryan Lurie.
05/01/2026
Griffin also questioned whether wealthy investors fully grasped what they were buying into.
04/30/2026
This is where a specialist private bank’s expertise in wealth management, wealth structuring, and international tax strategies can add real value.
04/30/2026
These more than offset the impact of lower interest rates and a stronger Singapore dollar.
04/30/2026
With new tax regulations such as the removal of the non-domicile tax regime and changes to IHT and CGT, minimising tax liabilities by employing the most tax-efficient and compliant solutions is essential for HNWIs.
04/30/2026
The transaction closed in April 2026. Headquartered in Aberdeen, North Star provides maintenance and emergency response services to the energy industry.
04/30/2026
The report found advisers are moving towards integrated, portable solutions.
04/30/2026
Inflows at the highest level at +€32bn and net income¹ up +15%² year-on-year
04/30/2026
The bank continues to grow in Spain, having added 372,000 net new customers over the past 12 months, while maintaining strong market shares and improving customer engagement and experience across all channels.
04/30/2026
Together, Lazard and Campbell Lutyens represent leading global positions in primary fundraising and secondary advisory, supported by world-class professionals and a track record of execution.