People Moves
3 March 2023

Who’s Moving Where In Wealth Management? – Mourant, Fulcrum Asset Management

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

People Moves
3 March 2023

Credit Suisse Bolsters German Wealth Team

The bank is expanding its wealth management business in Germany, focusing on ultra-high net worth...

Financial Results
3 March 2023

Lombard Odier Net Profit Down In 2022

Swiss private bank Lombard Odier this week announced its financial results for 2022. ...

Alt Investments
3 March 2023

Opinion Of The Week: Wealth Sector, Regulators Must Wake Up To Private Markets' Rise

Private market investing is the new hot trend, and has been building momentum, but the world of...

M and A
3 March 2023

Lazard Asset Management Buys US Firm, Builds Family Office Business

The businesses are rolling out a new family office offering as part of their merger deal. ...

Financial Results
3 March 2023

Schroders' Wealth Management Arm Delivers Strong Results

Schroders, a global investment manager, has released its financial results this week for 2022. ...

Trust Estate
2 March 2023

Should We Engage In Estate Planning For Assets We Hope Will Appreciate?

For a long time, in wealth planning and transfer conversations it has been taken for granted that...

New Office
2 March 2023

DIFC Welcomes Edmond De Rothschild Advisory Office

The opening of an advisory office in the DIFC is another reminder of how the jurisdiction is...

Asset Management
2 March 2023

What's New In Investments, Funds? – InvestCloud, AssetCo, Westwood

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

People Moves
2 March 2023

Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Saffery Champness

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