People Moves
13 February 2023

Appointments, Departures At US-Based Family Office Exchange

The move is against a backdrop of change in the organisation that represents much of the family...

People Moves
13 February 2023

MDR Mayfair Makes Senior Hires

The new MDR Mayfair advisors will help families and family offices to meet their regulatory and...

New Office
13 February 2023

"Family Office Of The Future" Business Targets International Market

The process of handling the bills, ledgers, reports and other tasks has traditionally been highly...

Uncategorised
13 February 2023

FROM THE EDITOR'S CHAIR: Privacy, Californian Tax And Mixed Results

The editors looks forward and back at news events and themes shaping the wealth management sector. ...

People Moves
10 February 2023

Who’s Moving Where In Wealth Management? – LGT Wealth Management

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

Financial Results
10 February 2023

Italy's Mediobanca Delivers Record Profit

The European institution, based in Milan, includes private banking as part of its business lines....

New Products
10 February 2023

BNY Mellon Investment Management Launches Multi-Asset Funds

The five risk-rated, multi-asset sustainable funds seek to help UK investors achieve their...

ESG
10 February 2023

MSCI ESG Research Launches Tool To Analyze Firms Sustainability Strategy

With new ESG and climate regulations coming out, MSCI Corporate Sustainability Insights gives...

M and A
10 February 2023

AnaCap-Backed Milleis Strengthens Wealth Management Business

Milleis enhances its market position as the third largest independent wealth manager in the French...

Offshore
10 February 2023

OPINION OF THE WEEK: Swiss Stability Endures But Don't Get Complacent

Predictions have sometimes been made that Swiss private banking and finance is on a downward slope,...