M and A
15 June 2023

F2 Strategy Acquires Oakbrook Solutions

One of the more prominent wealth technology firms in the US has made an important acquisition,...

Surveys
15 June 2023

EXCLUSIVE: Digital Assets Belong In Wealth Portfolios – Study

The overwhelming majority of advisors who responded to the survey said digital assets, when mixed...

Wealth Strategies
15 June 2023

Pictet Cautious On Equities, Says Bonds Deserve Place Back In Portfolios

The Swiss firm thinks business outlooks are diverging for developed and developing economies in...

M and A
15 June 2023

European Digital Assets Specialist Bank Ends Bid To Buy German Lender

The macro-economic and financial market background is "unrecognisable" from where it was in 2021...

Awards
15 June 2023

Nominations Open For WealthBriefing 2024 Swiss Awards

Individuals and firms can now enter the Swiss awards programme. ...

Company Profiles
14 June 2023

EXCLUSIVE: CMB's Increasingly Important Role In Mediobanca Story

During a recent visit to Monaco, this news service sat down with the CEO of CMB Monaco to discuss...

Uncategorised
14 June 2023

Who’s Moving Where In Wealth Management – Lombard Investment IM, DWS

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

People Moves
14 June 2023

London-Based MDR Mayfair Hires Former Sporting Professionals

The expertise and lived experiences the new consultants have gained during their respective...

Alt Investments
14 June 2023

What's New In Investments, Funds? – BlackRock, Luma, BNP Paribas

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

Investment Strategies
14 June 2023

Inflation Worries Add Edge To Equities Vs Cash Investment Conundrum – Schroders Survey

The survey, drawing on the views of UK advisors, shows how concerns about high inflation continue...