M and A
8 October 2024

Deals Of The Day: The Latest In Wealth Management M&A – Cazenove Capital, Whitley AM

The latest mergers and acquisitions and other corporate actions in the wealth management sector. ...

Strategy
8 October 2024

ANALYSIS: Wurster’s Challenge At Schwab: Don’t Mess Things Up

Our US correspondent looks at the change at the top of the US brokerage and financial services...

Trust Estate
8 October 2024

Financial Advice, Planning In A Fast-Moving World – In Conversation With Stephenson Harwood

As the UK moves to shut down the non-dom system, and other jurisdictions' charms wax and wane, a...

Tax
8 October 2024

Conference Preview: UK, Swiss Approaches To Taxation Of HNW Individuals – A Comparison

A conference exploring the implications of the end of the UK's resident non-dom system, and how...

People Moves
8 October 2024

Switzerland's Bonhôte Continues Hiring

The Swiss firm continues to add to its teams around the country. ...

Investment Strategies
8 October 2024

Long-Term Investment Easy To Praise, Hard To Do In Practice – UK Asset Manager

Against a backdrop of volatile markets and geopolitical tensions, James Anderson, managing partner...

Family Office
8 October 2024

US Family Office Aircraft Users Overwhelmingly Want Better, Newer Planes – Airbus Corporate Jets

Airbus Corporate Jets, part of the France-headquartered aviation group, issues the second of its...

Legal
7 October 2024

EU Top Legal Official Says Malta Is Entitled To Its Golden Visa Regime

While not binding legally, the opinion given by the Advocate General in the EU last week threatens...

New Products
7 October 2024

What’s New In Investments, Funds? – Coller Capital, Saxo UK

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

M and A
7 October 2024

Deals Of The Day: The Latest In Wealth Management M&A – Canaccord Genuity

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...