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. ...

M and A
9 June 2023

Investor Group Requests EGM After Liontrust-GAM Takeover Move

A group of shareholders, unhappy about the proposed takeover of GAM by Liontrust, have called for...

Market Research
8 June 2023

Nearly Half UK Adults Aged 35-59 Fret Over Parents’ Finances – Report

The report finds that the reluctance to communicate about personal finances across generations,...

New Products
8 June 2023

SG Kleinwort Hambros Launches Client Proposition For Entrepreneurs

With entrepreneurs making up 35 per cent of the firm’s client base, the initiative aims to...

People Moves
8 June 2023

AXA IM Appoints Global Chief Operating Officer

With a solid grounding in C-suite roles across the financial sector, AXA believes that the new COO...

Technology
8 June 2023

Digital Digest: The Latest Tech News – ReachX, Studio Graphene, Fenergo

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

Strategy
8 June 2023

EXCLUSIVE: Personalised Service In WM Here To Stay, Despite AI – Mirabaud

Paul Whelan, director at family-owned Swiss bank Mirabaud discusses with this news service the...