New Products
18 February 2022

What's New In Investments, Funds? – BlackRock

The latest news on investment offerings, financial products and other services relevant to wealth...

ESG
18 February 2022

Tilney Smith & Williamson Joins Climate Task Force

The wealth manager is supporting the Task Force on Climate-related Financial Disclosures, set up by...

M and A
18 February 2022

REYL Intesa Sanpaolo Completes Legal Integration Of Swiss Business

The transaction announced by the Italian lender in May last year has completed following regulatory...

Family Office
18 February 2022

Wren Investment Office Marks Fifth Year, Appoints New CIO

Part of an international alliance, the HNW/UHNW investment management business has more than...

Compliance
18 February 2022

UK Mulls Ending Tier 1 Investor Scheme Amid Russia Tensions – Media

In the past, claims that the Tier 1 investor regime – aka "golden visa" – was being abused by...

M and A
18 February 2022

US-Based ALTSMARK Buys European UHNW Solutions Provider

The rise of firms such as ALTSMARK in the US and Finlight in the UK shows how the wealth industry...

Compliance
18 February 2022

Global Financial Think Tank Frets Over Crypto-assets

The global crypto-assets market is now measured in trillions of dollars, although not yet more than...

Reports
18 February 2022

Operating Profit Jumps At Coutts; Net New Assets Grow

The UK-based bank produced a broadly stronger set of financial results for last year. ...

Compliance
17 February 2022

The Relentless Need For Smoother, Faster Onboarding

A wealth and regtech partnership announced a few weeks ago sheds light on the never-ending drive to...

Surveys
17 February 2022

Business Growth Even Greater Priority Than Health For Owners – Study

It appears that entrepreneurs, having survived the pandemic, want to focus hard on building their...