Legal
4 March 2022

Protecting Prominent Women: High Profile Shouldn't Mean High Risk

The recent case highlights a problem that is mostly faced by women and which has accelerated online...

People Moves
4 March 2022

Who's Moving Where In Wealth Management: Credit Suisse Asset Management

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

People Moves
4 March 2022

Brown Shipley Expands Eastern UK Footprint

The UK wealth manager continues a build out of its regional presence. ...

Asset Management
4 March 2022

Geneva's UBP Raises Asia Equities Game

The partnership will enable UBP to manage and advise on Asian equities more effectively – an...

Emerging Markets
4 March 2022

MSCI Confirms Move To Exclude Russia From Emerging Market Benchmarks

The benchmarking organisation said earlier in the week that it was mulling such a move, and it has...

Uncategorised
4 March 2022

EXCLUSIVE: Winners Of Second Annual WealthBriefing Swiss External Asset Management Awards For Excellence 2022

Here are the winners of this year's annual WealthBriefing Swiss EAM awards, celebrated at a...

Reports
4 March 2022

Reimagining Wealth Advice For Women – UBS Report

A new report ahead of International Women's Day by the wealth management firm reveals key facts...

Client Affairs
3 March 2022

Financial Planner Nets Vulnerable Client Accreditation

The wealth management firm has enhanced its later life offering with a new professionally...

M and A
3 March 2022

Julius Baer Shrinks Ownership Stake In Mexico Wealth Manager

The Swiss bank is cutting its ownership stake in the Mexico City-based firm, which has more than $4...

Family Office
3 March 2022

Family Offices Fret Over Regulations, Succession And Like Cryptos – Study

The US firm has issued its inaugural study of global family offices around the world, drawing out...