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.
Estate planning. Many clients may distance themselves from the thought of having to plan for when they’re gone. It can be a difficult conversation
There’s a lot riding on John Healey’s first Budget on 28th October. He has the job of putting some numbers on Andy Burnham’s pledge
Banking infrastructure is being rebuilt from the inside out. Across the industry, banks are re-platforming credit, custody, and client servicing onto fintech that sits
Our trusted partner, P1, celebrated a landmark milestone of ten years in business last week. To acknowledge, the firm hosted P10 – a gathering
While not a surprise bill to be landing on many parents’ doorstep each year, fees for schools and university tuition can still land at
Why entrepreneurs borrow against their investment portfolio instead of taking a business loan Firenze can lend to individuals, joint borrowers, and crucially for entrepreneurs,
