Technology
10 April 2025

Digital Digest: The Latest Tech News – CUBE

The latest technology news in the wealth management sector from around the world. ...

Company Profiles
9 April 2025

Investors Turn More Discerning Over Private Markets, Sector Hasn't Peaked – Oakley Capital

We talk to Oakley Capital, a UK firm with a particular approach to tapping into private market...

Investment Strategies
9 April 2025

EXCLUSIVE: Japan’s Export-Focused Large Caps Face Tariff Trauma

After President Donald Trump imposed tariffs of 24 per cent on Japanese exports to the US, hitting...

New Products
9 April 2025

What’s New In Investments, Funds? – WisdomTree, Swiss Re, GAM

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

People Moves
9 April 2025

Who’s Moving Where In Wealth Management? – Titanbay, SimCorp

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

People Moves
9 April 2025

Edmond de Rothschild Names New Group Chief Sustainability Officer

Geneva-headquartered investment house Edmond de Rothschild, which has over SFr184 billion ($218...

New Office
9 April 2025

SS&C Opens New Office In Saudi Arabia

The US-headquartered firm has pushed further into the Saudi Arabia market. ...

Compliance
9 April 2025

The UK's Consumer Duty – Where Are We Now?

It is almost two years since 31 July 2023 when the UK introduced the Consumer Duty, a regulatory...

Strategy
8 April 2025

Julius Baer In Further Organisation Shakeup

Julius Baer, which has been in restructuring mode in recent months, has announced a set of more...

Legal
8 April 2025

How Wealth Planning Landscape Could Have Been Upended

The authors contend that had the arguments of the heirs in this case succeeded, a will would have...