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Simon Black joined Dolfin in September 2018 to bolster the firm’s ability to meet the demands of HNW and UHNW private investors. Today, he serves as Dolfin’s Head of Investment Management.
Citywealth recently held an open call to those aged 40 or under in the wealth management industry in search of the next ‘future leaders’.
Kate Maurice, a manager at Dixon Wilson, took home the Tomorrow Club Award at the 2019 Magic Circle Awards. In this interview, Kate provides an insight into her daily life and shares some of her recent accomplishments.
Best known for its private banks for wealthy, international clients, at the end of last year Liechtenstein decided to also become a crypto hub.
In our 60 second interview series, Citywealth speaks to Lisa Vanderheide, Tax Director at Stewarts about establishing a new tax investigation arm for the litigation-focused law firm.
Carrying out due diligence for new clients can be time-consuming and laborious, but automating the process through regtech could be a game-changer, believes Dolfin COO Amir Nabi.
Purchasing a serious piece of art for yourself or a client can be one of the largest investments you’ll make in your life, but you may not realise that having the money to make the purchase is just the beginning.
In our 60 second interview series, Citywealth speaks to Daniel Freedman, managing director at London & Capital about helping clients through difficult periods, and his passion for fruit which in an alternative world might have seen him become a greengrocer.
On Wednesday 16 October 2019, Citywealth's Powerwomen Club will be hosting a lunchtime panel discussion on the difference between being a mentor and a sponsor.
In our 60 second interview series, Citywealth speaks to Emma Woollcott, partner at Mishcon de Reya.
The lobbying; legalization and consequent institutional value of the medicinal, not recreational, cannabis industry continues to rise and is poised for more growth as a wave of legalization and public pressure for reform, drives change in North America and Europe.
Chinese common reporting standard arrives: Chinese govt receive bank account information on residents from 75 countries
Citywealth spoke to Ian Devereux, a partner at Stephenson Harwood and head of the firm’s private wealth team in Greater China, about the growing number of UHNW families in the region and their need for increasingly bespoke advice.
Dementia is the most feared health condition in the UK, according to a study carried out by the Alzheimer’s Society. Memory loss and difficulties with thinking, problem-solving or language are just some of the symptoms of dementia.
In our 60 second interview series, Citywealth speaks to Frederick Bjørn, a partner in the private client department of Payne Hicks Beach about working with clients to mitigate the risk and dangers wealth brings and handling the differing interests of three generations.
In our 60 second interview series, Citywealth speaks to Alison Parry, Head of Private Wealth at Intertrust Guernsey on the challenges of working with families to achieve their goals and wishes, locating missing family members and mentoring young adults.
The wealth management industry has struggled to engage with the growing pot of female wealth which has risen to make up to 51 per cent of US personal wealth...
Wealth managers are hiring again in the UK regions. For some, a presence in the regions has long been a key strategy, for others they are rebuilding a past footprint having retrenched back to London.
The announcement in February by Singapore’s Finance Minister of a plan to extend tax exemptions for family offices, which were due to expire this year, has driven further demand from the wealthy in the region to establish more formal structures around their assets.
In our 60 second interview series, Citywealth speaks to Mort Mirghavameddin, CEO of Trust Corporation International on embracing change in the trust industry, allowing staff to flourish and visting the Marche region of Italy.