03/17/2026
During his career he has also held senior management roles, including Branch Manager at Towry Law in Birmingham, advising clients on lifetime financial planning, investments, taxation and trusts, retirement planning and the needs of company directors.
03/17/2026
The UK bank also ‘strongly disagrees’ with claims it underestimated car finance bill
03/17/2026
New Mason Street office will offer full-service platform to investors, businesses
03/17/2026
The British Open is squash’s most historic tournament, and it is fantastic to have the support of a company like Quilter Cheviot, whose heritage and commitment to excellence makes them a perfect partner.
03/17/2026
The new division has been created to address the unique financial challenges faced by sports professionals today, including short-term contracts, irregular earnings, injury risk and the necessity of planning for life beyond sport.
03/16/2026
Clients are more empowered than ever — this is a key moment for the Canadian financial advice industry
03/16/2026
For women, that average is 20.8 years, or age 85.8.
03/16/2026
Fairstone’s commitment to client service excellence matches our own values.
03/16/2026
It said net cash proceeds from the transaction will be used to reduce debt and support investment in organic growth in the Asset Management and Corporate Trust businesses.
03/16/2026
In an exclusive interview with Hubbis, Ravi Raju, Head of International Wealth Management at Nomura, discusses growth progress, regional priorities and why productivity, not client volume, remains the core operating metric.
03/16/2026
In between the full-year and half-year results Julius Baer Group Ltd. publishes brief Interim Management Statements
03/16/2026
The report highlights the value of expertise in a complex world and reveals the key challenges, trends and priorities facing family wealth and succession advisors and their clients globally.
03/16/2026
The Proposed Acquisition is advantageous for Liontrust and RGH and each of the companies' shareholders and clients.
03/16/2026
Naro has been included in the Non-Legal Adviser category, which recognises leading advisers from across the private client advisory community worldwide.
03/16/2026
A key element of the strategy is expanding Bermuda’s presence in the global private wealth market by targeting the professionals who direct this type of business
03/16/2026
The rankings assess platforms using a combination of market data and adviser feedback, evaluating factors such as pricing, user experience, transaction processing and due diligence.
03/13/2026
Many high net worth individuals have historically invested with a strong geographic bias to their home market, leading to greater concentration.
03/13/2026
Of course, the positive market performance supported the result, and there were some one-off effects.
03/13/2026
Both structures separate the ownership and control of those assets, but do so in different ways.
03/13/2026
A central pillar of the strategy is the focus on institutional investors such as private banks, pension funds, insurance companies and family offices.