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.
As I look back on the last 12 months, I can only do so with pride at how Firenze has evolved. Way back in
It’s a familiar dilemma for high-net-worth individuals, how to be generous to loved ones without disrupting carefully structured portfolios or triggering unnecessary tax bills.
As the dust begins to settle after a speculation fueled Autumn Budget, the Firenze team reflect on their key takeaways and why there are
Fast becoming a stalwart of the summer calendar, Firenze’s annual Wagtail rooftop party took place earlier this year. The goal? To bring together some
Recent Inheritance Tax reforms in the UK are adding an ever increasing burden on those high net worth individuals who are concerned with long-term
Wealth management services are undergoing a quiet revolution. Technology (WealthTech) is no longer an optional extra but the backbone of how firms deliver advice,
