Preserving a Heritage of Excellence

Preserving a Heritage of Excellence

Proserv is a global leader with a worldwide presence, offering a fresh alternative in the delivery of engineering and technical services to the energy, process and utility markets. We spoke to Andy Anderson, Regional President MEA at Proserv, to find out more about the company and its innovative services.

May 31, 2018
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Wealth management and digital engagement

Wealth management and digital engagement

Many wealth managers are wondering why millennials fire them after an inheritance. It’s a daunting problem with a very simple cause: millennials don’t see the value that wealth managers add.

April 16, 2018
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2017-was-the-year-of-the-bull-2018-may-not-be

2017-was-the-year-of-the-bull-2018-may-not-be

January is an important month in the investment calendar – this year more than most. After a bullish 2017, where most risk asset classes made consistent, if not impressive gains, many feared this long bull run would come to a shuddering halt.

February 05, 2018
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The Women in Wealth Awards 2017 Press Release

October 12, 2017
News

The 2017 Wealth & Money Management Awards Press Release

August 02, 2017
News

Man About Town

Founded by Andrew Heiberger in 2010, Town Residential has cemented its position as New York’s foremost luxury real estate services firm with an exhilarating foundation and seamless execution of best-in-class customer service by an unparalleled team of more than 500 Representatives and professionals strategically located in ten prime Manhattan, Brooklyn and Queens locations.

June 05, 2017
Feature

The 2017 Alternative Investment Awards Press Release

The 2017 Alternative Investment Awards Press Release

May 31, 2017
News

A World of Opportunity

Kehrli & Zehnder is a multi-family office that advises wealthy individuals and families on how to manage, organise, allocate and protect their wealth. The firm oversees all aspects of its clients’ wealth with core strengths in asset management and the selection of correlated and non-correlated alternative investments.

April 25, 2017
News

UK Employers Favour Initial Tax Relief for Pension Contributions

March 16, 2017
Feature

Adar Capital Partners: Hedging Their Bets

Adar Capital Partners (ACP) specialises in asset management and wealth management, seeking strong returns for investors by identifying undervalued opportunities that markets sometimes assign without basis. We invited Diego Marynberg to tell us more about the firm and its investment strategy.

January 04, 2017
News

10 Relationship Challenges in Family Businesses and Legacy Families

At Aspen Consulting Team (ACT), we work with family businesses and legacy families as they walk the balance beam between love and money, socio-emotional wealth. Using a metaphor from the golf course—we go into the deep weeds and thicket of family dynamics and get the ball out to the short grass—so family members and their financial and legal advisors can move it forward. We work with family businesses and legacy families at the top 1% financial level.

January 04, 2017
News

The 2016 Wealth & Finance Business Awards Press Release

December 01, 2016
News

2016 Women In Wealth Awards Press Release

2016 Women In Wealth Awards Press Release

November 29, 2016
News

Winners Announced October 2016

Winners Directory 2016

October 27, 2016
News

Wealth and Money Management Awards Press Release

September 26, 2016
News

Rising Cost of Risk in Wealth Management

SCM Direct is an innovative online investment manager offering clients direct low cost to high-end wealth management that is smart, common sense and modern. First launched in 2009 as a reaction to the 2008 financial crisis SCM is based just off Sloane Square, Westminster, London. We spoke to the firm’s Founding Partner, Gina Miller, to find out more about the company and the key issues around the rising cost of risk in wealth management

June 30, 2016
Feature

Investment Solutions for Asset Managers

Quartal Financial Solutions is a market leading provider of revenue and expense management systems, specialising in commission and fee management. Established in 1999 we are headquartered in Zurich, Switzerland and have offices in London, Frankfurt, Paris and Luxembourg.

June 30, 2016
Feature

Three Quarters of High-net-worth Individuals plan to Invest more in 2016

Three quarters of high-net-worth individuals plan to increase contributions to their investment portfolios in the first half of 2016, reveals a new global poll.

February 04, 2016
News

BlueCrest to Become Private Investment Partnership

BlueCrest Capital Management Limited "BlueCrest" announces it will, over the next several months, transition to a Private Investment Partnership, and will return to its clients the $8 billion it currently manages on their behalf.

December 07, 2015
News

Wealth Management Tech Firm WDX Reports 115% Revenue Growth

Demand for Digital Transformation and Business Intelligence Drives Technology Innovation in the UK Wealth Sector

December 02, 2015
News

Outliving Money is Top Retirement Concern According to New AICPA Survey

Americans are fearful of outliving their money in retirement and feeling stressed about healthcare costs, according to a new survey from the American Institute of CPAs.

November 23, 2015
News

Latest issue

July 2018

Issue 6 2018

In this issue, we take a closer look at Caye International Bank. The firm provides stability, confidentiality and higher returns for their customers and clients. Recently, we spoke with Caye’s Senior Vice President, Luigi Wewege about the Bank, its services and his aspirations moving forward.

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