07/17/2025
This expansion brings 50 years of international expertise to the UK market, reinforcing the firm’s commitment to meeting clients’ evolving wealth structuring needs.
07/16/2025
This recognition is a testament to Chris' hard work, dedication and outstanding contributions to the business.
07/14/2025
Guests included US-based advisers who came together to discuss key challenges and opportunities facing ultra-high net worth individuals and family offices in 2025.
07/14/2025
International mobility has become a significant factor within the family office environment.
07/14/2025
Limited liability companies were particularly useful from an investment perspective, because they allowed investors to risk the capital they had agreed to risk but no more.
07/14/2025
From trusts to foundations, and from family offices to club investments, our Private Capital & Trusts team is a trusted guide to the key investment hubs
07/09/2025
JTC has maintained a strong working relationship with TISE for many years.
07/08/2025
For the second year in a row, the local agency has won an award at the WealthBriefing Wealth for Good Awards, this year for the Sustainability Programme (UK) category.
07/08/2025
The NextGen Leaders list recognises outstanding legal and finance professionals based in the Crown Dependencies with up to 15 years of industry experience in the private client advisory sector.
07/04/2025
The fund was structured as a Guernsey-based Fund-of-Funds and marked a significant milestone in the company’s global expansion.
07/01/2025
It’s not the first time that IQ-EQ has received recognition in this field.
07/01/2025
The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.
06/27/2025
SWP clients now have priority access to these highly anticipated bars
06/27/2025
They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.
06/26/2025
The annual awards are globally recognised as a benchmark of excellence in the private client industry, celebrating the highest standards of service, innovation, and professionalism across the wealth management sector.
06/24/2025
The categories assess a broad range of criteria including excellence in client service, innovation, and employee engagement across the private client industry over the prior year.
06/23/2025
This year’s awards attracted a high number of entries, with 337 submissions across 25 countries.
06/19/2025
This recognition demonstrates her exceptional contributions and leadership in the industry.
06/19/2025
The annual list by eprivateclient recognises, introduces and promotes outstanding professionals and talent based in the Crown Dependencies.
06/19/2025
This sale will allow Affinity Private Wealth to focus solely on its core strengths in delivering bespoke private client, trust and fiduciary services.