Strategy
21 December 2023

Three Top 2024 Trends To Watch

Our US correspondent talks to senior wealth management industry figures about what they think are...

Compliance
20 December 2023

Cayman Islands Stirs Beneficial Ownership Debate

The Caribbean jurisdiction is considering a "legitimate interest" test to determine which persons...

M and A
20 December 2023

Switzerland's Leonteq Buys BX Swiss Stake

Leonteq has been operating as an issuer on the BX Swiss platform since 2021. ...

ESG
20 December 2023

Wealth Managers React To COP28 Results: Focus On Fossil Fuels

After the COP28 talks concluded in Dubai earlier this month, with an early breakthrough made on the...

Strategy
20 December 2023

Indosuez Wealth Management Positive On Bonds In 2024

Indosuez Wealth Management, the global wealth management brand of the Crédit Agricole Group, this...

M and A
20 December 2023

Alpadis Group Buys Fellow Swiss Firm

The acquisition, the fourth of a business based in Zurich, adds to Alpadis Group's expertise in...

Strategy
20 December 2023

Nikko AM And Tikehau Capital To Form Asian Partnership

Nikko Asset Management and Tikehau Capital have entered into an advanced discussion to form a...

Awards
20 December 2023

UBS Announces Winner Of Female Founder Award

The programme – in its third year – is designed to salute women-led businesses around the world...

Philanthropy
20 December 2023

UK's Donor-Advised Funds Sector Continues Growth, Contributions – Data

DAFs have grown in prominence as philanthropy conduits in the UK and in the much larger market of...

People Moves
19 December 2023

Who's Moving Where In Wealth Management? – Adam & Company

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...