News, Comment & Analysis results for Archive
UK Financial Advisor Creates Personal Injury, Court Of Protection Business
The business of serving those with life-changing injuries is important because advisors must...
Nomura Agrees To Buy Macquarie's US, European Asset Management Groups
Under the deal, expected to close by the end of 2025, the Japanese group will obtain three entities...
WRISE Launches Corporate Finance, Advisory Arm
The new entity comes after WRISE bought a licensed financial advisory firm in Hong Kong which...
UBS Enters Indian Wealth Management Collaboration
The Swiss banking group has agreed to collaborate with the India-based wealth management house,...
EFG In Dubai Names Executive Chair
EFG, which has been operating in Dubai since 2019, now oversees more than SFr6 billion of assets...
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...
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...
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...
Relocating To Switzerland: Trusts
When moving to Switzerland, the structure of trusts applies. The authors at Charles Russell...
Investors Demanding More Investment Choices – Rathbones Survey
The survey covers 100 UK independent financial advisors (IFAs) and financial planners, including 75...
Comment & Analysis results for Archive
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