10/11/2019
We owe a huge debt of thanks to leading bond and debt advisory firm Fidelitas Capital for giving us the opportunity to work on something so different and so much fun.
10/11/2019
Bringing together PERE houses and family offices
10/11/2019
Close was keen to downplay Preben Prebensen’s departure but analysts think the exit may prompt calls to be break up the compnay.
10/11/2019
Trading statement for the quarter ended 30 September 2019
10/10/2019
The Private Office was founded in 2008 and now has more than 2500 clients, 31 advisers and four trainee advisers.
10/10/2019
It was not your usual bank conference.
10/10/2019
Kleinwort Hambro managing director and head of private banking Paul Kearney talks frankly about his Bresxit fears and why he shook-up the company client facing staff
10/10/2019
Merian Global Investors to acquire multi-asset business
The investment team will be accompanied by three system analysts who have played a key role in evolving the desk’s investment process.
10/10/2019
Wealth manager buys third London Financial Planner
TPO chief executive, Stuart Phillips, said: “The deal strengthens the firm’s London presence and creates a platform for further natural growth”.
10/10/2019
Joining Chue are four trust officers and a dedicated Trust Compliance officer.
10/10/2019
Crestbridge’s Group Head of Family Office Services, Heather Tibbo, has been shortlisted for a directory identifying the world’s top advisers to high net worth individuals and their families.
10/10/2019
It has attracted more than £1bn of assets under management since launch four months ago
10/10/2019
The manager needs to have several years of experience in portfolio management, or in an advisory role.
10/09/2019
The unemployment alarms may have been a disruptive factor in the run-up to this winter’s collective wage agreement negotiations, which will determine new salaries for around 2.8 million Swedes.
10/09/2019
The Wealth Alliance delivers comprehensive planning, fair-minded advice and attentive and knowledgeable service – empowering advisors and clients to more effectively work together to achieve new levels of success.
10/09/2019
The third quarter's deal total fell just shy of the prior quarter, Echelon Partners reports.
10/09/2019
Bordier has also looked at MB Bank’s technology and digital needs with a significant upgrading of its internal and external client touch points.
10/09/2019
The net inflows have been achieved at a time of uncertainty for retail investors in the UK.
10/08/2019
With the summer now a distant memory, we asked readers what their best investments of the last three months had been.
10/08/2019
The 250 advisors on this year's list manage nearly $1 trillion in client assets