Family Office
18 September 2024

Family Offices Spread International Wings With New Offices – Study

The growing international footprint of family offices is not a new phenomenon, of course, but this...

People Moves
18 September 2024

CFA UK's Chief Executive To Depart After 18-Year Tenure

The CFA UK – part of the worldwide CFA Institute – is hunting for a new chief executive as its...

M and A
18 September 2024

Deals Of The Day: The Latest In Wealth Management M&A – Brooks Macdonald, Lucas Fettes

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

People Moves
18 September 2024

Who's Moving Where In Wealth Management? – ARC Research, Verso, ALFI, Others

The latest moves, appointments and other personnel changes in the North American wealth management...

Philanthropy
18 September 2024

Philanthropy Impact, University Of Zurich Create Advisor Course

The programme is an example of how the worlds of impact investment, philanthropy and wealth...

Wealth Strategies
18 September 2024

Analysis: For Investors, Asset Location, Not Just Allocation, Is Central

Where and in what structures investments are held appear to be as increasingly significant as the...

M and A
17 September 2024

Deutsche Considers How To Stymie UniCredit's Plans For Commerzbank – Report

Germany's largest bank is reportedly thinking about how to respond to last week's announcement by...

M and A
17 September 2024

JTC Continues Acquisition Spree With Proposed Citi Trust Deal

JTC has made a number of trust company and related sector acquisitions, part of an M&A trend in...

Surveys
17 September 2024

Upcoming Survey Explores Family Offices' Compensation

Having explored family offices' broad trends and projections earlier in 2024, the consultancy is...

Philanthropy
17 September 2024

Tackling Spinal Injuries, Other Major Health Conditions With Venture Philanthropy

Spinal injuries and other problems can be devastating, and for a range of reasons. A serial...