Client Affairs
7 March 2025

UK's Evelyn Partners Backs Women's Sports In Padel Pact

Ahead of International Women's Day on 8 March, Evelyn Partners, a UK wealth manager with £63...

Compliance
7 March 2025

Financial Crime Compliance – Rising Costs, Other Trends

ComplyAdvantage, the global fintech customer onboarding, transaction monitoring and sanctions...

ESG
7 March 2025

The ESG Phenomenon – Fidelity International

The latest developments in the ESG space. ...

WM Market Reports
6 March 2025

Women Still Lag Men In Wealth Accumulation, But There's Some Progress – Reports

A flurry of reports from wealth managers have come out ahead of International Women's Day on...

New Office
6 March 2025

Canaccord Targets Middle East

Opening the new office comes just days after the wealth manager formally completed the acquisition...

People Moves
6 March 2025

Swiss Wealth Boutique Names Partner, COO, Deputy Chief Executive

Serving in a number of roles, the joiner comes to a firm that was founded in 2014 and which has a...

Statistics
6 March 2025

Americans Apply For UK Citizenship In Record Numbers

Amid concerns about politics and thanks to the introduction of a new UK tax system for residents,...

WM Market Reports
6 March 2025

Family Offices Love Real Estate, US Leads Wealth Growth – Knight Frank Study

The property market consultancy and realtor casts its eye over trends shaping certain segments of...

Investment Strategies
6 March 2025

Wealth Managers Expect Resilience In US Equities, Optimistic On China

As tech weakness, escalating trade risks, and renewed economic growth concerns prompted a US...

People Moves
6 March 2025

Who’s Moving Where In Wealth Management? – Schellenberg Wittmer, LGT, Vontobel, Others

The latest moves, appointments and personnel changes among wealth management and related...