09/23/2022
The theme of this year’s Private Wealth Forum is ‘Families Investing in the Future’, and will explore the importance of the next generation, succession planning and incorporating new and innovative technologies.
09/23/2022
The results also reflect the full year impact of the Lloyds Channel Islands business, which was acquired in late 2020.
09/23/2022
Management expects strong earnings for the first half of its financial year, despite tumultuous market conditions and continued macro-economic uncertainty.
09/23/2022
A conversation with Kevin McGuire and Sarah Burney, managing directors and wealth advisors at Cresset, one year into their transition.
09/22/2022
That segment is ultra-high net worth clients, made up of multimillionaires with $100 million and up and billionaires.
09/22/2022
Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.
09/22/2022
Rothschild’s Asia head of equity advisory Finlay Wright will relocate from Hong Kong to Dubai later this year
09/22/2022
Evelyn Partners will continue to work with Arena Wealth on an ongoing basis, as the firm’s partner of choice for investment management.
09/22/2022
One of its strategies is a hedge fund combining physical gold and an overlay of riskier investments.
09/22/2022
They lack simple tools to maintain an overview and the power to act over their assets held with various banks or managers, as well as over other assets such as real estate or shareholdings.
09/22/2022
Providing industry-leading service to brokers and financial advisers is one of the most important aspects of how we run our business, and we recognised straight away that the same was true for 2plan.
09/22/2022
To this end, they are launching a new digital offering that maps the essential functions of independent management on a PC or smartphone, including a chat with the personal advisor and a tool for tendering management orders to asset managers and banks.
09/21/2022
UBS, the world’s largest wealth manager, will focus on organic growth in the U.S. market after calling off a planned $1.4 billion acquisition of Wealthfront, Khan said.
09/21/2022
The Brazilian group has effectively split its commercial efforts into two fronts: commercial strategy and commercial distribution.
09/21/2022
Moorea Real Asset fund will invest in infrastructure and property assets.
09/21/2022
The cooperation between GROW and Julius Baer will undoubtedly create value for these clients and support our growth plans for this important market.
09/21/2022
Gilson Gray Financial Management has acquired North Berwick-based Wallace Financial Planning in a seven-figure deal.
09/21/2022
The merged group has deep roots in Glasgow with Smith & Williamson having been founded in the city in 1881.
09/21/2022
They are separated by the fierce competition for clients and assets, the divide between Geneva and Zurich as well as fundamentally different corporate philosophies.
09/21/2022
The rebrand was announced earlier this year.