Grey Square

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
Grey Square

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
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The 2016 Wealth & Finance Business Awards Press Release

December 01, 2016
News
Grey Square

Winners Announced October 2016

Winners Directory 2016

October 27, 2016
News
Grey Square

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
Grey Square

Demand for advice surges since the introduction of pension freedoms

November 09, 2015
News
Grey Square

Technology Enables Inclusion of Alternative Assets in UMA

Over the last few years, the managed account industry has made significant progress in supporting additional assets and strategies, particularly through UMA programs. These developments are of vital importance, as UMA programs are gaining traction with an increasing number of investors.

May 18, 2015
News
Grey Square

UK Retail Sales Beat Forecasts With 5.7% Rise

Consumer spending continues to drive the UK economic recovery, with retail sales rising 5.7% in February compared with a year earlier.

March 26, 2015
News
Grey Square

Where Have All the Good Guys Gone?

Leading wealth manager firm, Equilibrium Asset Management, is throwing down the gauntlet to uncover a new generation of wealth managers and paraplanners.

February 19, 2015
News
Grey Square

AVG Named Business Solutions Best Channel Vendor 2015

Online security company chosen by Business Solutions Magazine as a 2015 Best Channel Vendor in the Network Security category.

January 07, 2015
News
Grey Square

Barclays Fined for Risking Client Assets

The investment arm of British-based bank Barclays has been hit with a record fine by UK regulators after it failed to separate its assets from its clients.

September 24, 2014
News
Grey Square

Wealth Management Portal Launched

Multrees Investor Services, the independent custody and consolidated reporting specialist for wealth managers and private investment offices, has launched Multrees Compass, an online interactive web portal to transform the wealth advisers’ experience and help them manage their clients’ assets more efficiently.

June 04, 2014
News
Grey Square

The Art to Investing in Art

Art is the ultimate symbol, the ultimate luxury item. But is it a wise investment?

March 27, 2014
News
Grey Square

SME Entrepreneurs Announce Budget Wishlist

Businessmen give their views on what they want to see in the forthcoming Budget, which is to be announced by Chancellor George Osborne on Wednesday 19th March, 2014.

March 19, 2014
News

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