Alt Investments
16 June 2023

What’s New In Investments, Funds? – Praetura, Amundi

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

Alt Investments
16 June 2023

iCapital Rolls Out All-Digital Marketplace

Launched in 2013, the rise of businesses such as iCapital is part of how access to private market...

People Moves
15 June 2023

Leonteq Appoints New CFO

The new CFO has a deep understanding of the financial services industry and the necessary...

M and A
15 June 2023

Avaloq, BlackRock Agree Wealthtech Pact

The partnership is aimed at wealth management clients in Europe and Asia. ...

M and A
15 June 2023

F2 Strategy Acquires Oakbrook Solutions

One of the more prominent wealth technology firms in the US has made an important acquisition,...

Surveys
15 June 2023

EXCLUSIVE: Digital Assets Belong In Wealth Portfolios – Study

The overwhelming majority of advisors who responded to the survey said digital assets, when mixed...

Wealth Strategies
15 June 2023

Pictet Cautious On Equities, Says Bonds Deserve Place Back In Portfolios

The Swiss firm thinks business outlooks are diverging for developed and developing economies in...

M and A
15 June 2023

European Digital Assets Specialist Bank Ends Bid To Buy German Lender

The macro-economic and financial market background is "unrecognisable" from where it was in 2021...

Awards
15 June 2023

Nominations Open For WealthBriefing 2024 Swiss Awards

Individuals and firms can now enter the Swiss awards programme. ...

Company Profiles
14 June 2023

EXCLUSIVE: CMB's Increasingly Important Role In Mediobanca Story

During a recent visit to Monaco, this news service sat down with the CEO of CMB Monaco to discuss...