New Products
11 July 2024

What’s New In Investments, Funds? – Fiera Capital

The latest news in investment offerings, financial products and other services relative to wealth...

Awards
11 July 2024

Nominations Open For WealthBriefing European Awards 2025

The latest announcement from the awards team from WealthBriefing. ...

WM Market Reports
10 July 2024

Global Wealth Recovered In 2023; Switzerland Remains Top Cross-Border Centre

For all the pressures it has been under, Switzerland remains the world's largest offshore centre,...

People Moves
10 July 2024

Davies Names New CFO

The new CEO will be replacing Davies' senior executive who is stepping down after a tenure of 12...

Tax
10 July 2024

How Tax Agents Chart Clients' Course Through Political Upheaval

The author of this article takes us on a tour of the tax issues arising for the new UK government...

Technology
10 July 2024

Lombard Odier IM Opens DataEdge Strategy To External Investors

The strategy uses big data on consumer trends to identify earnings' surprises and capture alpha...

Technology
10 July 2024

Indosuez WM Targets Belgium, Luxembourg, Monaco, Switzerland

Indosuez Wealth Management, the global wealth management arm of the Crédit Agricole Group, extends...

People Moves
10 July 2024

Who's Moving Where In Wealth Management? – Octopus, Old Mill, Evelyn Partners, Others

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

Alt Investments
9 July 2024

Deals Of The Day: The Latest In Wealth Management M&A – Pictet

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

People Moves
9 July 2024

Vanguard Names New CEO

The appointment follows the retirement of Tim Buckley after more than 30 years of service,...