Strategy
22 April 2025

UBS Enters Indian Wealth Management Collaboration

The Swiss banking group has agreed to collaborate with the India-based wealth management house,...

People Moves
22 April 2025

EFG In Dubai Names Executive Chair

EFG, which has been operating in Dubai since 2019, now oversees more than SFr6 billion of assets...

Company Profiles
22 April 2025

Keeping Clients Composed Plays To Private Bankers' Strengths – CMB Monaco

We recently caught up with the chief executive of CMB Monaco, part of Italy-headquartered...

WM Market Reports
22 April 2025

Family Offices Must Gear Up For Larger Investment Deals – PwC Study

The 57-page report from the professional services and accountancy giant delves into data from what...

Family Office
22 April 2025

Lighthouse Canton Flexes Thought Leadership Muscles

Founded in 2014 and with more than $4 billion in AuM as at 30 December 2024, Lighthouse Canton has...

Trust Estate
22 April 2025

Relocating To Switzerland: Trusts

When moving to Switzerland, the structure of trusts applies. The authors at Charles Russell...

Surveys
22 April 2025

Investors Demanding More Investment Choices – Rathbones Survey

The survey covers 100 UK independent financial advisors (IFAs) and financial planners, including 75...

Financial Results
17 April 2025

Wealth Profits Shine At Citigroup In Q1 2025

Wealth-related earnings shone at Citigroup in the three months to end-March versus a year ago....

Surveys
17 April 2025

SMEs Increasingly Weighing Up UK Exit As Costs, Taxes Rise – Survey

Increasing taxes, rising operating costs and financial incentives abroad top the list of reasons...

Asset Management
17 April 2025

Swiss, Irish Authorities Grant Licences To Eric Sturdza Asset Management

Eric Sturdza Asset Management said it focuses on “high conviction” portfolios and is expanding...