ESG
12 June 2023

The ESG Phenomenon: IQ-EQ, Novata

The latest developments in the ESG space. ...

Company Profiles
12 June 2023

IntellectAI Puts Itself At The Heart Of How Wealth Sector Uses AI

An India-based firm that uses AI to drive the solutions that different parts of the wealth...

New Office
12 June 2023

Seddons Settles Into New London Base

The London-based law firm, which covers work including the private client field, has a new home. ...

People Moves
12 June 2023

UK's Evelyn Partners Names New CEO

The new CEO takes over from the man who has guided it during its M&A expansion and adoption of its...

Banking Crisis
12 June 2023

UBS, Swiss Government Sign Loss Protection Agreement Over Credit Suisse

The LPA is part of the process through which the Swiss state has backed the takeover of Credit...

People Moves
12 June 2023

Veteran UBS Figure Joins Independent Wealth Firm

The new MD of the independent wealth firm is based in Singapore and brings three decades'...

Technology
9 June 2023

Digital Digest: The Latest Tech News – intelliflo, SS&C Technologies, Integral, C Hoare & Co

The latest technology news in the wealth management sector from around the world. ...

ESG
9 June 2023

Focus On Investment Opportunities In Africa's Green Economy

As investment steps up in Africa, Tarek Zouari, managing partner and founder of Exco Tunisia, a...

Strategy
9 June 2023

GCC Family Offices Must Adapt, Manage Complex Needs To Succeed

This article – part of a series – looks at the complex requirements for family offices in the...

Compliance
9 June 2023

Swiss External Asset Manager Gets Canada Seal Of Approval

An example of the continued vigour and variety in the Swiss external asset management space. ...