Technology
5 September 2024

Eton Solutions Launches AI Solution For Family Offices

The US-headquartered business said the solution is a ground-breaker for the world's family offices...

People Moves
5 September 2024

Stonehage Fleming Names New Head Of UK Family Office

The new hire is the latest in a series of appointments which now sees six of Stonehage Fleming’s...

People Moves
5 September 2024

Succession Wealth Names New Wealth Director

UK wealth management and financial planning group Succession Wealth creates new role. ...

New Products
5 September 2024

What’s New In Investments, Funds? – Titanbay, Mercer

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

New Office
5 September 2024

Close Brothers Asset Management Targets Winchester

The UK’s Close Brothers Asset Management expands the services it offers to HNW clients in the...

M and A
5 September 2024

Deals Of The Day: The Latest In Wealth Management M&A – Cambridge Associates, SIGLO

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

ESG
5 September 2024

The ESG Phenomenon: WHEB Asset Management

The latest developments in the ESG space. ...

Surveys
4 September 2024

Affluent Prioritise Financial Security; Fret Over Health, Rising Costs – HSBC

HSBC has just released its 2024 Quality of Life survey exploring what a good quality of life means...

Fund Management
4 September 2024

Fund Boutiques Eye European Growth – Survey

The survey from the group said that accessing investors in international markets is considered one...

Asset Management
4 September 2024

Saxo Bank, Leonteq Launch Structured Products Pact

The European financial groups, which operate in a number of different jurisdictions, have initiated...