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...

Reports
3 March 2022

Tilney Smith & Williamson Gets Makeover, Reports Record AuM

The firm, with a history dating back more than a century, has grown via mergers and acquisitions...

New Products
2 March 2022

What's New In Investments, Funds? – Mediobanca, Tyr Capital

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

ESG
2 March 2022

The ESG Phenomenon: Moneyfacts, UK Funds Data

Figures may give pause for thought among those enthusiastically promoting ESG investments, although...

WM Market Reports
2 March 2022

Australia's UHNW Population Keeps Growing, Shrugs Off Pandemic

Australia sealed its borders for the best part of two years, and its anti-pandemic policies have...