Alt Investments
24 August 2023

What’s New In Investments, Funds? – Phasecraft, Tatton

The latest news in investment offerings, financial products and other services relative to wealth...

Compliance
24 August 2023

The EU Artificial Intelligence Act: Effects On Wealth Management And Beyond – Part 2

This is the second in a three-part series examining how new European Union rules affecting...

Wealth Strategies
24 August 2023

Finding "Dimensions" That Deliver Investment Goods

This publication has spoken to US-based investment house Dimensional, a business operating for more...

People Moves
24 August 2023

Singapore-Headquartered Farro Starts Mobility, Immigration Solutions Business

Sometimes (but not always accurately) dubbed "golden visas," this market offers a significant...

People Moves
24 August 2023

New UK Regulatory Recruitment Group Is Launched

The rise of this organisation is a marker of how busy the areas of regulation, compliance and risk...

People Moves
24 August 2023

BNY Mellon Names Senior Figure As Corporate Trust Head

This news service has interviewed the executive about her role in the Pershing side of the...

M and A
24 August 2023

Liontrust's GAM Takeover Bid Wobbles; GAM In "Constructive" Talks With Investor Group

GAM is battling to turn its fortunes around. Earlier this year, London-listed Liontrust Asset...

Strategy
23 August 2023

Julius Baer Favours US Over European Equities

Swiss private bank Julius Baer discusses the outlook for equities and US government bonds.   ...

New Office
23 August 2023

UK's Evelyn Partners To Relocate Bristol Operations

The business has agreed terms to move to a new, nearby set of offices that it says comply with net...

White Papers
23 August 2023

The EU Artificial Intelligence Act: Effects On Wealth Management And Beyond – Part 1

This is the first in a three-part series examining how new European Union rules affecting...