Company Profiles
16 June 2023

EXCLUSIVE: Citi Private Bank's Client Acquisitions Are Strong, Clients Value Safe Direction

This publication recently sat down with the global head of Citi Private Bank to ask about strategy,...

Family Office
16 June 2023

OPINION OF THE WEEK: Family Office Growth – A Mixed Global Tale

Family offices are sprouting up everywhere – although definitions can be elastic as to what...

Investment Strategies
16 June 2023

UK Investment House Targets "Innovation Frontiers"

Managers of a fund that is just over a year old and which focuses on the kind of innovative...

M and A
16 June 2023

JTC Agrees To Make Another US Acquisition

The firm, which is based in Jersey, in the Channel Islands, said the US personal trust market is a...

Alt Investments
16 June 2023

What’s New In Investments, Funds? – Praetura, Amundi

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

Alt Investments
16 June 2023

iCapital Rolls Out All-Digital Marketplace

Launched in 2013, the rise of businesses such as iCapital is part of how access to private market...

People Moves
15 June 2023

Leonteq Appoints New CFO

The new CFO has a deep understanding of the financial services industry and the necessary...

M and A
15 June 2023

Avaloq, BlackRock Agree Wealthtech Pact

The partnership is aimed at wealth management clients in Europe and Asia. ...

M and A
15 June 2023

F2 Strategy Acquires Oakbrook Solutions

One of the more prominent wealth technology firms in the US has made an important acquisition,...

Surveys
15 June 2023

EXCLUSIVE: Digital Assets Belong In Wealth Portfolios – Study

The overwhelming majority of advisors who responded to the survey said digital assets, when mixed...