M and A
6 November 2023

UK's Evelyn Partners Expands Via Another Acquisition

The UK wealth management, accountancy and professional services firm has pushed further into Kent...

M and A
6 November 2023

Syz Capital Taps DACH Region's Digital Media, Analytics Potential

The Switzerland-based investment house - backed by a prominent family with links to private banking...

Technology
6 November 2023

The UK's AI Safety Summit – UBS Reactions

As artificial intelligence (AI) gains increasing attention in the wealth and banking sector,...

Strategy
6 November 2023

Geopolitical Conflict Makes Investors Nervous

Investment managers discuss the macroeconomic outlook and highlight a cautious stance in their...

Tax
3 November 2023

Middle East Family Offices Restructuring, Diversifying – Ocorian

Ocorian, a specialist global provider of services to high net worth individuals and family...

Art
3 November 2023

HNW Art Buyers Flex Muscles, Return To Traditional Marketplaces

The study, based on thousands of responses in 11 markets around the world, examines what HNW buyers...

New Office
3 November 2023

IQ-EQ Continues Middle East Expansion

Since opening operations in Dubai, the group continues to build momentum in the Gulf and wider...

People Moves
3 November 2023

Allfunds Names New Chief Operating Officer

UK-headquartered Allfunds, a B2B WealthTech platform for the funds industry, makes senior hire. ...

Surveys
3 November 2023

Political Stability Big Concern For Wealthy Families – Julius Baer

Swiss private bank Julius Baer has released its Family Barometer Report 2023 this week, in...

People Moves
2 November 2023

Summary Of Executive Moves In Global Wealth Management – August 2023

August was a busy month for moves. There were comings and goings at firms including Coutts, Lombard...