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...

M and A
3 March 2022

Canadian Investment House Takes Stake In ZEDRA

ZEDRA has risen rapidly since its founding in 2016, and covers services in the corporate, funds and...

Awards
3 March 2022

Outstanding Swiss Wealth Industry Achievements Saluted In Acclaim

In the latest of the series, Acclaim looks back at the firms which achieved high standards in our...

Legal
3 March 2022

Litigation Funding: Assistance Or Interference?

The authors argue that two specific areas in which litigation funding can be particularly...

WM Market Reports
3 March 2022

UHNW Population Growth Accelerated In 2021 – Knight Frank

The number of ultra-wealthy people rose significantly in 2021 and the numbers are slated to keep...