New Office
2 March 2023

DIFC Welcomes Edmond De Rothschild Advisory Office

The opening of an advisory office in the DIFC is another reminder of how the jurisdiction is...

Trust Estate
2 March 2023

Should We Engage In Estate Planning For Assets We Hope Will Appreciate?

For a long time, in wealth planning and transfer conversations it has been taken for granted that...

Financial Results
1 March 2023

Profits Rise At J Safra Sarasin Group; AuM Drops On Weaker Markets

Profits rose last year but assets under management were unable to escape the effects of the global...

People Moves
1 March 2023

Who’s Moving Where In Wealth Management? – Guinness, Bedell Cristin

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

Family Office
1 March 2023

Family Offices Still Pressured To Deploy Cash

This news service talks to Ocorian, a global provider of services to financial institutions, asset...

Financial Results
1 March 2023

Regulator Concludes Actions Against Credit Suisse Over Greensill Saga

The watchdog referred to how the bank had made serious breaches of risk management obligations....

Real Estate
1 March 2023

Why Middle East Wealth Is Targeting UK Property

The following article examines why and how HNW investors from the Middle East region are targeting...

People Moves
1 March 2023

Butterfield Trust Appoints Deputy Managing Director In Switzerland

The newly-appointed figure has worked in the sector for more than two decades. ...

M and A
28 February 2023

LGT Agrees To Buy UK, Jersey Discretionary Fund Business

The transaction values the business at £140 million and takes the form of a share deal. ...

People Moves
28 February 2023

Cambridge Associates Adds Senior Managers

Both senior appointees have decades of financial sector experience under their belts. ...