New Office
1 April 2025

Canaccord Wealth Targets Newcastle

UK wealth manager Canaccord Wealth has opened a new office, highlighting how UK and international...

New Products
1 April 2025

What’s New In Investments, Funds? – River Road, Vanguard, Janus Henderson, Others

The latest news in investment offers, financial products and other services relevant to wealth...

M and A
31 March 2025

Julius Baer Completes Sale Of Domestic Brazil Business

The Swiss bank said it will continue to operate its Brazil international business and is committed...

Investment Strategies
31 March 2025

Avoiding Trap Of Portfolio Concentration Risk

The risk of having all one's "eggs in one basket" when it comes to stocks and other investments is...

Surveys
31 March 2025

Family Offices Not Doing Enough To Thwart Cyber Attacks – Study

Family offices are experiencing cyber attacks but a recent Deloitte report says too few of these...

ESG
31 March 2025

EXCLUSIVE: Spotlight On Gravis New Net Zero Fund

With concerns rising about climate change and the critical need to produce food more sustainably,...

People Moves
31 March 2025

UBS Adds To Saudi Arabia-Focused Team

The Swiss banking group has appointed an experienced banker to specifically serve Saudi Arabia...

ESG
31 March 2025

The ESG Phenomenon – Baillie Gifford

The latest developments in the ESG space. ...

People Moves
31 March 2025

Who’s Moving Where In Wealth Management? – JPES Partners, Julius Baer

The latest moves, appointments and personnel changes among wealth management and related...

Tax
31 March 2025

HNW Individuals Get No Tax Joy From UK Government – More Reactions

Here are more reactions to the details coming out of the UK government's spring statement earlier...