WM Market Reports
22 April 2025

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...

Family Office
22 April 2025

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...

Trust Estate
22 April 2025

Relocating To Switzerland: Trusts

When moving to Switzerland, the structure of trusts applies. The authors at Charles Russell...

Surveys
22 April 2025

Investors Demanding More Investment Choices – Rathbones Survey

The survey covers 100 UK independent financial advisors (IFAs) and financial planners, including 75...

Financial Results
17 April 2025

Wealth Profits Shine At Citigroup In Q1 2025

Wealth-related earnings shone at Citigroup in the three months to end-March versus a year ago....

Surveys
17 April 2025

SMEs Increasingly Weighing Up UK Exit As Costs, Taxes Rise – Survey

Increasing taxes, rising operating costs and financial incentives abroad top the list of reasons...

Asset Management
17 April 2025

Swiss, Irish Authorities Grant Licences To Eric Sturdza Asset Management

Eric Sturdza Asset Management said it focuses on “high conviction” portfolios and is expanding...

Investment Strategies
17 April 2025

After Post-Tariff Market Rout, Let's Talk About Behavioural Finance

There are many conversation points stemming from the large market selloffs that occurred in the US...

New Products
17 April 2025

Franklin Templeton Launches New ETFs For UK, European Investors

California-based investment manager Franklin Templeton continues expanding its exchange-traded fund...

People Moves
16 April 2025

Emirates Family Office Association Names Chairman

The organisation was founded at a time when the United Arab Emirates had been building its...