News, Comment & Analysis results for Archive
BNY Mellon Names Senior Figure As Corporate Trust Head
This news service has interviewed the executive about her role in the Pershing side of the...
Liontrust's GAM Takeover Bid Wobbles; GAM In "Constructive" Talks With Investor Group
GAM is battling to turn its fortunes around. Earlier this year, London-listed Liontrust Asset...
Julius Baer Favours US Over European Equities
Swiss private bank Julius Baer discusses the outlook for equities and US government bonds. ...
UK's Evelyn Partners To Relocate Bristol Operations
The business has agreed terms to move to a new, nearby set of offices that it says comply with net...
The EU Artificial Intelligence Act: Effects On Wealth Management And Beyond – Part 1
This is the first in a three-part series examining how new European Union rules affecting...
New London-Based Family Office Adds General Counsel
The office says it targets “sustainable growth” with a particular focus on the sports,...
Single-Family Offices Dug Into Cash As Risk Appetite Rose – Citi Private Bank Study
Among the details, the study from the US private bank showed that larger SFOs increased exposures...
Hedge Funds Shone In Q2 As Markets Gained, AuM Hits Record
The research organisation has reported on data from a sector that held $4.36 trillion of assets at...
The Best of 2023 So Far: An Integrated Model: How AITi Moves Forward From Tiedemann-Alvarium Merger
It's the vacation season, so the editorial team is re-issuing an important interview from the head...
UK's Brooks Macdonald Partners With Family Business Group
The strategy is to take the chore of private financial and investment matters out of the hands of...
Comment & Analysis results for Archive
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