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  2. Evelyn Partners - Wikipedia

    en.wikipedia.org/wiki/Evelyn_Partners

    The company provides wealth, accountancy and business advisory services to individuals and businesses, including financial planning, investment management, personal and business tax, risk advisory, and fund administration. [21] [22] [23] It operates offices in 26 cities in the UK, as well as in the Republic of Ireland, and the Channel Islands.

  3. Abrdn - Wikipedia

    en.wikipedia.org/wiki/Abrdn

    It is the largest active asset manager in the UK, with investments in equities, multi-asset, fixed income, liquidity, sovereign wealth funds, real estate and private markets. [5] In July 2021 the company changed its name from Standard Life Aberdeen to Abrdn. The registered office of the company is at George Street, Edinburgh. [6]

  4. Michael Platt (financier) - Wikipedia

    en.wikipedia.org/wiki/Michael_Platt_(financier)

    He is the co-founder and managing director of BlueCrest Capital Management, Europe's third-largest hedge-fund firm [2] which he co-founded in 2000. He is Britain's wealthiest hedge fund manager according to Forbes, with an estimated wealth of US$18 billion as of December 2024. [3] [1]

  5. Daniel Pinto (financier) - Wikipedia

    en.wikipedia.org/wiki/Daniel_Pinto_(financier)

    Later, in December 2022, the firm announced its merger with Arche Associates, a Luxembourg-based wealth manager. [ 9 ] Stanhope Capital has received numerous awards, including "Asset Management Firm of the Year for Ultra High Net Worth clients" [ 10 ] at the Spears Wealth Management Awards, as well as "Private Investment Office of the Year" at ...

  6. Category:Investment management companies of the United ...

    en.wikipedia.org/wiki/Category:Investment...

    Main page; Contents; Current events; Random article; About Wikipedia; Contact us; Pages for logged out editors learn more

  7. Moore Kingston Smith - Wikipedia

    en.wikipedia.org/wiki/Moore_Kingston_Smith

    In May 2006, a team of wealth managers departed from UBS to acquire this division from Kingston Smith, which subsequently became part of Quilter, forming Quilter Cheviot. [ 11 ] Moore Kingston Smith was a founding member of Kingston Sorel International (KSi), which became Morison KSi in 2016, an international association of independent ...

  8. Wealth managers warn investors to watch out for these 3 major ...

    www.aol.com/finance/wealth-managers-warn...

    Investors need to shift gears smoothly and comfortably adapt to change, says Rob Williams, managing director of financial planning, retirement income, and wealth management at Charles Schwab.

  9. Spear's Wealth Management Survey - Wikipedia

    en.wikipedia.org/wiki/Spear's_Wealth_Management...

    Spear's (formerly known as Spear's WMS or Spear's Wealth Management Survey), founded in 2006 by William Cash, is a bimonthly British magazine for high-net-worth individuals and those in the financial service industries. It has been called "the Bible of the banking fraternity" [1] by GQ and "a European rival to Forbes" [1] by The Evening Standard.

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