News, Comment & Analysis results for Close

Strategy
20 December 2023

Indosuez Wealth Management Positive On Bonds In 2024

Indosuez Wealth Management, the global wealth management brand of the Crédit Agricole Group, this...

M and A
19 December 2023

Edmond De Rothschild Sells Third-Party Asset Servicing Business

The business in Luxembourg has been sold for an undisclosed sum. ...

Compliance
12 December 2023

Europe Gets Closer To AI Regulation

Policymakers in Europe, the US, Asia and elsewhere are trying to figure out how to regulate AI so...

Strategy
11 December 2023

Somerset Capital To Close

Somerset Capital Management, an investment firm that focuses on global emerging markets, and...

M and A
20 November 2023

Julius Baer To Sell Italian Business

UBS said that all Kairos senior management and co-shareholders will join Anima as part of the...

People Moves
16 November 2023

Who’s Moving Where In Wealth Management? – Canaccord Genuity WM, Close Brothers AM

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

Compliance
14 November 2023

US Corporate Beneficial Ownership Disclosure Gets Closer

Less than two months away, a new legal requirement on US corporates kicks in, requiring firms to...

People Moves
26 October 2023

Close Brothers AM Names New Director

The senior hire will support the firm’s growth plans and bolster its bespoke offering. ...

Market Research
12 October 2023

Sub-Advisory Funds Continue To Grow – Mediolanum

Mediolanum International Funds (MIFL) has released an AllFunds Data Analytics 2023 report...

Offshore
11 October 2023

HNW Visas, Foreign Residency Remain Popular Despite Headwinds, Advisors Say

Although some governments have suspended or closed so-called "golden visas," there remains plenty...

Comment & Analysis results for Close