01/24/2025
The directory features the very best private client advisers, wealth managers, lawyers, and service providers globally, and we are thrilled to have been included.
01/24/2025
At Morgan Stanley, we believe in delivering “first-class business in a first-class way.”
01/24/2025
Crystal Asset Management specialised in concentrated European equity portfolios.
01/24/2025
They also point out that the outcome of the capital adequacy debate will not only be relevant for UBS.
01/24/2025
This edition also welcomes expert contributors from Utmost’s new colleagues at Lombard International with commentary on the implications for EU insurers
01/24/2025
PWL will adopt the OneDigital brand while remaining an independent subsidiary under the new partnership.
01/24/2025
Deals involving RIAs with $100 million or more in AUM were the most on record, Berkshire Global Advisors says
01/24/2025
His lawyers are accusing the bank of "political blackmail" and want to initiate legal proceedings.
01/24/2025
It plans to “double down on hirings” in the UK and the Nordic
01/24/2025
But his prominent corner of the industry has changed dramatically since then, particularly the wealth management sector, which became his primary focus during 2024.
01/23/2025
Top City banks ramp up hiring in key wealth hubs in the US, UK and Europe to cater for a growing class of millionaires and billionaires
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.