M and A
13 July 2023

US Group Buys Crestbridge; Family Offices Services Arm Remains Independent

Crestbridge Family Office Services isn't covered by the transaction, it said. ...

New Products
12 July 2023

What’s New In Investments, Funds? – Schroders

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

People Moves
12 July 2023

Who's Moving Where In Wealth Management? – ZEDRA, Evelyn Partners, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

People Moves
12 July 2023

EFG Private Bank Names New London CEO

Swiss-based EFG International appoints new head of the UK region and CEO of EFG Private Bank...

New Products
12 July 2023

Milltrust International Targets Food, Healthcare, The Environment

With the world population set to hit 10 billion by 2050 and as people live longer, Milltrust...

Surveys
12 July 2023

Financial Confidence Amongst HNWIs Starting To Improve

The fourth iteration of the Saltus Wealth Index Report has been published, surveying 2,005 UK...

Strategy
11 July 2023

Edmond De Rothschild Favours Fixed Income Rather Than Equities

Benjamin Melman, global CIO of Edmond de Rothschild Asset Management, shares his outlooks and...

Alt Investments
11 July 2023

Alternative Investment Platforms: What Wealth Managers Should Know

New technology opens up the market to those who want to distribute and buy alternative investment...

Family Office
11 July 2023

Family Offices Aren't Stress Testing Enough For Threats – Dentons Study

The report – mostly based on US family offices, but with some in other nations – said there is...

Compliance
11 July 2023

Another Senior UK Politician Reveals Bank Account Headache

The political row about whether banks are overstepping the mark over their treatment of...