People Moves
11 March 2025

Who’s Moving Where In Wealth Management? – Evelyn Partners, Charles Stanley, Rathbones, Others

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

People Moves
11 March 2025

Brown Shipley Names New Head Of Compliance

UK wealth manager Brown Shipley, a Quintet Private Bank, makes senor hire. ...

New Products
11 March 2025

What’s New In Investments, Funds? – Invesco, Syz Capital

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

M and A
11 March 2025

Ludlow Trust Continues Trust Sector Acquisitions

Ludlow has already purchased trusts businesses from NatWest, Coutts, and C Hoare & Co. ...

M and A
11 March 2025

J Safra Sarasin Buys Majority Stake In Saxo

The transaction – subject to regulatory clearance – is valued at more than €1.6 billion or...

Family Business Insights
11 March 2025

Family Businesses Must Plan For NextGen

This article, which covers different aspects of family business transfer and succession, comes from...

Legal
11 March 2025

The Use Of Arbitration In Trusts Dispute – A Response

We value readers' reactions to our guest articles, and here is an example about the use of...

Alt Investments
10 March 2025

Hedge Fund Returns Slip In Volatile February – HFR

Some strategies – like fixed income – gained ground, while those such as macro and equity hedge...

Market Research
10 March 2025

Untapped Investment Opportunities In Narrowing The Gender Health Gap – Julius Baer

In the wake of International Women’s Day on 8 March, Swiss private bank Julius Baer has just...

Financial Results
10 March 2025

Wealth Management Boosts Schroders' Results

As well as posting healthy results for 2024, the firm has a "transformation plan" underway for...