01/15/2025
It also enables clusters of independent, self-employed or employed advisers to become business owners in partnership with Fairstone and work together to create a capital event of their own.
01/15/2025
With gold nearing record highs and experts predicting continued growth, 2025 may be another promising year for investors but experts urge caution
01/15/2025
Brooks Macdonald does not intend to raise any funds or offer any new shares in connection with the Admission or the publication of the related prospectus.
01/15/2025
San Diego-headquartered RetirementDNA was looking to grow its presence in the private wealth space.
01/15/2025
Fox passed away unexpectedly on 8 January.
01/15/2025
Given this context, investments in technology play a crucial role for industry players, and are estimated to grow next year as well.
01/15/2025
Adopting as-a-service models and cloud-based technologies allows wealth managers to modernise outdated applications and operations management.
01/14/2025
Based on this and the optimisation of the fund completed at the end of 2024, the HSO Fund can be listed on the SIX Swiss Exchange.
01/14/2025
Private banks in Asia have faced a number of challenges in 2024, from uncertainty around interest rate cuts in the US to volatile markets and geopolitical tensions.
01/14/2025
This expanded group will better coordinate, innovate and accelerate the delivery of services to these clients.
01/14/2025
This, combined with enabling the creation and management of portfolios more efficiently, further reduces risk and better bridges the gap between advisers and DFMs.
01/14/2025
The plan – which prime minister Keir Starmer insisted will make Britain the world leader in AI – comes alongside an investment of £14bn from private lending tech firms.
01/14/2025
The funds will take a ‘go anywhere’ approach, and will no-longer be limited to investing a minimum of 60% in Abrdn active products.
01/14/2025
The financial super-app has posted job listings for a private banking compliance manager, legal counsel and head of relationship management on its Website.
01/13/2025
After that deal to create a US luxury conglomerate fell through, Capri executives did not rule out the possibility of a potential sale of its brands.
01/13/2025
Irwin outlines three steps for tackling holiday spending debt, explaining that the first step is to "not to get overwhelmed by the fact that you have debt."
01/13/2025
UBS relocated banker Iqbal Khan to Hong Kong last year
01/13/2025
Wealth manager looks for ‘a more balanced blend of investment styles’
01/13/2025
The new entity will serve as the regulatory entry point to the EU market to serve growing client demand
01/13/2025
The peer-nominated listing identifies leaders within the private client sector, taking account of their achievements over the prior year and potential for the year ahead.