News, Comment & Analysis results for Archive

People Moves
14 November 2023

Bedrock Names New Partners

Bedrock Group, a multi-family office based in London, Geneva and Monaco, announces two new...

M and A
14 November 2023

UK's Titan Wealth Acquires Aspira

Titan Wealth Holdings, a financial advice business, makes an acquisition that increases its...

Alt Investments
14 November 2023

What’s New In Investments, Funds? – Walker Crips IM

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

Compliance
14 November 2023

US Corporate Beneficial Ownership Disclosure Gets Closer

Less than two months away, a new legal requirement on US corporates kicks in, requiring firms to...

People Moves
13 November 2023

Newton IM Names New Emerging Market, Asian Equities Head

Newton Investment Management, part of BNY Mellon Investment Management, makes senior hire.  ...

Surveys
13 November 2023

Upheavals, New Risks: What Grabs UHNW Families' Attention – Study

The family office examines the non-financial and financial concerns that clients have, ranging from...

People Moves
13 November 2023

HSBC AM Names New Southeast Asia, Singapore CEO

There is change at the top of HSBC's asset management arm as a predecessor departs the group,...

Financial Results
13 November 2023

OCBC's Wealth Profits Rise

The wealth arm of the bank includes business groups including Bank of Singapore. ...

Offshore
13 November 2023

Legal, Trust And Corporate Law Changes In Switzerland – An Overview

The author of this article, a familiar face in the Swiss and wider world of private client advisory...

Alt Investments
10 November 2023

Switzerland's Lurra Capital Invests Into Padel Tournament

The investment is an example of how the firm puts money into "cutting-edge" ventures and also shows...

Comment & Analysis results for Archive