Trust Estate
5 July 2024

WEALTHTALK: Navigating Tax, Estate Planning In Uncertain Times

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M and A
5 July 2024

Utmost Group Agrees To Buy Lombard International Assurance

Amongst its activities, Lombard is a player in what is called private placement life insurance...

Investment Strategies
5 July 2024

Edmond de Rothschild AM Optimistic About European Small-Caps, Emerging Assets In 2024

Paris-based Edmond de Rothschild Asset Management has just published its investment outlook for the...

Technology
5 July 2024

Digital Digest: The Latest Tech News – abrdn, University Of Edinburgh

The latest technology news in the wealth management sector from around the world. ...

Banking Crisis
4 July 2024

Real Estate Woes Spell End Of Hywin's Chinese Wealth Adventure; Certain Businesses Unchanged

A China-based wealth and asset management business, Hywin has pulled out of these areas – with...

Market Research
4 July 2024

UK Investment Managers Expect Investment Surge In Cheap UK Equities – Rathbones AM

London-based Rathbones Asset Management, the fund management arm of Rathbones Group, has just...

Investment Strategies
4 July 2024

Additional Upside In Japanese Equities In 2024 – Lazard

Ronald Temple, chief market strategist at Lazard, a financial advisory and asset management firm,...

Investment Strategies
4 July 2024

EXCLUSIVE: Japanese Investment House Optimistic About China In 2024

Shanghai-based Maggie Sun, senior portfolio manager at Japanese-headquartered Sumitomo Mitsui DS...

M and A
4 July 2024

Deals Of The Day: The Latest In Wealth Management M&A – Fintel, Threesixty

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

People Moves
4 July 2024

Stonehage Fleming Makes Raft Of Promotions

The organisation has promoted senior figures in a number of its locations, including South Africa...