M and A
19 June 2024

JTC To Acquire Cayman-Based Fiduciary Services House

JTC, which has established a presence in the Caribbean island since 2013, said the deal will add to...

People Moves
19 June 2024

Who's Moving Where In Wealth Management? – Square Mile, Spring

The latest moves, appointments, personnel changes and developments among senior figures the wealth...

Offshore
19 June 2024

The Bahamas: Invitation To A Panel Debate On Growing Jurisdiction

This news service is holding a panel discussion in partnership with the Bahamas Financial Services...

Investment Strategies
19 June 2024

Wealth Managers React To Rising EU-China Trade Tensions

After the European Commission decided last week to bump up tariffs on electric vehicle imports from...

Investment Strategies
19 June 2024

French Election Investment Impact – View From UBS, EFG, Edmond De Rothschild

Mark Haefele, chief investment officer at UBS Global Wealth Management, together with EFG AM and...

New Products
18 June 2024

JTC Introduces Enhanced Outsourced Financial And Regulatory Reporting Services

The new service will encompass a broad spectrum of outsourced financial reporting services,...

M and A
18 June 2024

Deals Of The Day: The Latest In Wealth Management M&A – Premier Miton, Tellworth Investments

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

Compliance
18 June 2024

UK Sustainability Regime Needs 12-Month Extension – PIMFA

At stake is the desire by the regulator to end “greenwashing” – a practice that unless dealt...

Compliance
18 June 2024

Compliance Corner: smartKYC Obtains Information Security Seal Of Approval

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

Investment Strategies
18 June 2024

Van Lanschot Kempen Upgrades EU Equity Allocation, At Expense Of US IG Credit

Joost van Leenders, senior investment strategist at Dutch wealth manager Van Lanschot Kempen,...