New Products
6 March 2025

What’s New In Investments, Funds? – Morgan Stanley, Momentum

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

Awards
6 March 2025

EXCLUSIVE: Winners Of Swiss EAM Awards 2025

Congratulations to all involved. ...

Compliance
5 March 2025

Compliance Corner: Dubai Financial Services Authority, Taranis Capital, Credit Suisse, FCA

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

Investment Strategies
5 March 2025

Family Offices Hunker Down As Risks Swirl; Outsourcing Rises – Ocorian

Companies, investment houses and family offices, among others, are outsourcing more investment to...

Real Estate
5 March 2025

Asian Capital Pivots From China, Middle East Towards European Real Estate – Study

The report talks about the promising case for aspects of the European property market, such as the...

Strategy
5 March 2025

Generational Wealth Planning: A Smarter Legacy With Embedded Finance

The author of this article says that using "embedded data" can simplify estate planning and reduce...

People Moves
5 March 2025

Rathbones AM Targets Asia-Ex Japan, Emerging Markets

The asset manager has made a triple hire, as it focuses on Asia ex-Japan and global emerging...

People Moves
5 March 2025

Who's Moving Where In Wealth Management – Simmons & Simmons, Chubb, Lazard AM

The latest moves, appointments and personnel changes in the UK, rest of Europe, the Middle East and...

Legal
4 March 2025

Using Arbitration To Resolve Trust Disputes

Trust litigation can at times reach the public eye. One way to resolve disputes away from the glare...

M and A
4 March 2025

US-Based Oaktree Completes Close Brothers AM Acquisition

The conclusion of the CBAM acquisition continues a busy period for London-listed Close Brothers. ...