Trust Estate
13 February 2025

Inheriting Trouble: Options After Estate Insolvency Due To Negligence Or Fraud

This article considers arguments about estates involving insolvency, and roles such as those of the...

People Moves
12 February 2025

UK Wealth Consultant Bob Cossey Dies

An important figure in the wealth management sector has passed away at the age of 69. ...

Financial Results
12 February 2025

Mediobanca's Profits, Wealth Revenues Rise In Six Months To End-2024

The Italian banking group provides services including private banking and wealth management, and...

Financial Results
12 February 2025

Pictet’s Profit, AuM Up In 2024

Swiss private bank Pictet, which operates in a number of regions, has released its unaudited...

Strategy
12 February 2025

Ocorian Inks Strategic Partnership With Data Aggregation, Analysis Firm

The partnership covers much of the background work of wealth management and business services used...

People Moves
12 February 2025

IQ-EQ Names New Deputy Group CEO; Group CCO

Luxembourg-headquartered IQ-EQ, an Astorg portfolio company and an investor services group, has...

People Moves
12 February 2025

Crestbridge Family Office Services Names New Chairman

The new chairman of the group, who has worked in the family office, trust and asset structuring...

New Products
12 February 2025

What’s New In Investments, Funds? – Nomura Asset Management, Evelyn Partners

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

Tax
12 February 2025

Who Is Winning The Wealthiest – And Who Is Driving Them Away?

The authors examine the sharp dividing line between governments that appear keen to attract...

Alt Investments
11 February 2025

A Walk Around Private Market Investing

Private market investing is a ubiquitous theme in wealth management today, and for good reason. The...