ESG
24 November 2022

Exclusive: COP27 Was A Let-Down – Edmond De Rothschild AM

After COP27, which took place from November 6 to November 18 in Egypt, Jean-Philippe Desmartin,...

Tax
23 November 2022

Advice Under The Spotlight As UK Inheritance Tax Receipts Rise

After the UK government's tax authority released its inheritance tax receipts for the period April...

Technology
23 November 2022

Digital Digest: The Latest Tech News – SEI, Canoe

The latest technology news in the wealth management sector from around the world. ...

New Products
23 November 2022

What’s New In Investments, Funds? – Atomos

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

People Moves
23 November 2022

Indosuez Wealth Management Appoints New Chief Financial Officer

The latest moves and appointment at Indosuez Wealth Management, the global wealth management brand...

Strategy
23 November 2022

Exclusive: Multrees Highlights Ambitious Growth Plans

Andrew Back, chief commercial officer at Multrees Investor Services, an outsourced platform...

Financial Results
22 November 2022

Julius Baer Logs Net New Money, Partly Offsets Impact Of Weak Markets

The Zurich-listed private bank reports figures on net inflows and assets under management, as well...

Asset Management
22 November 2022

Exchange-Traded Funds, Products Continue Attracting Inflows, Despite Volatility

We take a look at the data on the exchange-traded fund and product sector. This space has benefited...

People Moves
22 November 2022

Who’s Moving Where In Wealth Management? – Newton, Hawksford, Evelyn Partners, Others

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

Investment Strategies
22 November 2022

What UK Rate Hikes Mean For Mortgages, Savings – A View From Standard Chartered

The author of this article, at Standard Chartered Private Bank, takes a dive into the world of...