Lombard loans are gaining traction as an alternative liquidity strategy for high-net-worth clients — but they come with unique operational, regulatory, and risk considerations. This article explores how they work, who they’re for, and the infrastructure required to deliver them effectively.
Buying a property is notorious for being one of the most stressful processes a client can go through, plagued with concerns about timing, availability
As the tax year-end fast approaches, we understand that your clients may be worried about finding that last-minute liquidity. It may be that they
As I look back on the last 12 months, I can only do so with pride at how Firenze has evolved. Way back in
Give your loved ones the perfect gift this Christmas. But how? It’s a familiar dilemma for high-net-worth individuals, how to be generous to loved
As the dust begins to settle after a speculation fueled Autumn Budget, the Firenze team reflect on their key takeaways and why there are
An Evening at Wagtail: Conversations Shaping the Future of Wealth Management Fast becoming a stalwart of the summer calendar, Firenze’s annual Wagtail rooftop party