Wealth Strategies
24 August 2023

Finding "Dimensions" That Deliver Investment Goods

This publication has spoken to US-based investment house Dimensional, a business operating for more...

Compliance
24 August 2023

The EU Artificial Intelligence Act: Effects On Wealth Management And Beyond – Part 2

This is the second in a three-part series examining how new European Union rules affecting...

Alt Investments
24 August 2023

What’s New In Investments, Funds? – Phasecraft, Tatton

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

Alt Investments
23 August 2023

Hedge Funds Shone In Q2 As Markets Gained, AuM Hits Record

The research organisation has reported on data from a sector that held $4.36 trillion of assets at...

Family Office
23 August 2023

Single-Family Offices Dug Into Cash As Risk Appetite Rose – Citi Private Bank Study

Among the details, the study from the US private bank showed that larger SFOs increased exposures...

People Moves
23 August 2023

New London-Based Family Office Adds General Counsel

The office says it targets “sustainable growth” with a particular focus on the sports,...

White Papers
23 August 2023

The EU Artificial Intelligence Act: Effects On Wealth Management And Beyond – Part 1

This is the first in a three-part series examining how new European Union rules affecting...

New Office
23 August 2023

UK's Evelyn Partners To Relocate Bristol Operations

The business has agreed terms to move to a new, nearby set of offices that it says comply with net...

Strategy
23 August 2023

Julius Baer Favours US Over European Equities

Swiss private bank Julius Baer discusses the outlook for equities and US government bonds.   ...

People Moves
22 August 2023

Lombard Odier Names New UK Market Head, Geneva

The new UK market head, Geneva, has established herself as a trusted advisor to notable UK and...