Financial Results
28 November 2023

Julius Baer Flags SFr606 Million Nominal Debt Exposure; Shares Slip

In its latest interim statement, the Zurich-headquartered bank said it booked SFr70 million of...

ESG
28 November 2023

UK’s Global Returns Project Unveils New Partnership 

The organisation raises money for selected climate charities and, by working with a number of...

Alt Investments
28 November 2023

What’s New In Investments, Funds? – Saxo

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

People Moves
28 November 2023

Brooks Macdonald Names New Chairman

The new senior hire, described as an "outstanding candidate," has extensive experience in financial...

New Products
28 November 2023

Partners Capital Launches Digital Content Library

Global Outsourced Investment Office’s Intellectual Capital Library offers a digital library of...

Wealth Strategies
27 November 2023

Family Offices Remain Keen On Cash Although Cut Allocations – Citi Private Bank Global Study

The bank said that family offices' cash holdings are, on average, above all of its own positions...

Compliance
27 November 2023

Binance Saga Shows No Hiding Place For Businesses With Weak Compliance

Last week's US punishment of the crypto exchange, adding to a run of stories about problems in this...

Surveys
27 November 2023

AI Strong Long-Term Investment Theme – WisdomTree Survey

WisdomTree has just released its 2023 survey, covering 803 professional investors across Europe. ...

Strategy
27 November 2023

Barclays Plans Up To $1.3 Billion Of Cost Cuts – Media

The UK lender, which provides services including private banking and wealth management, didn't...

Real Estate
27 November 2023

Saudi Family Offices Tap UK Logistics Potential

The story sheds light on how family offices, as examples of "patient capital," are looking at...