Client Affairs
30 May 2024

Wealth Managers React To China’s Housing Stimulus Measures, IMF Upgrade

After the International Monetary Fund upgraded China’s growth forecasts in 2024 this week, wealth...

ESG
30 May 2024

Edmond de Rothschild AM Steps Up Action On Net Zero

As investors become increasingly concerned about climate change, Paris-based Edmond de Rothschild...

Market Research
30 May 2024

Get Ready For 12th Annual WealthBriefing Tech & Ops Report

Full of actionable insights, the annual report from this news organisation is a valuable addition...

People Moves
30 May 2024

Who’s Moving Where In Wealth Management? – Ocorian, Gen II Fund Services

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Strategy
30 May 2024

Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?

In this news analysis, the editor examines whether firms have figured out decisively how to cater...

Asset Management
30 May 2024

EXCLUSIVE: Spotlight On Small-Mid Cap Equities In Europe, UK – Quaero Capital

Philip Best and Marc Saint John Webb, co-fund managers of Quaero's Argonaut fund, discuss the...

Family Office
29 May 2024

Equity Demand On The Rise In Family Offices – Citi

Citi Wealth has just released its family office investment report for the first quarter of 2024,...

Financial Results
29 May 2024

Julius Baer Reports Robust Financial Results, Net Inflows Improve

The bank said that after a weaker start in January, net inflows "improved significantly" in the...

Surveys
29 May 2024

Affluent UK Citizens Don't Worry Enough About Being Scammed – Arbuthnot Latham

The findings appear to suggest that among affluent and even HNW individuals, there's a level of...

Financial Results
29 May 2024

EFG Reports Profit In Four Months To End-April; Net New Asset Growth Beats Target

The Swiss private bank, operating in a number of the world's regions, logged a robust set of...