M and A
11 March 2025

J Safra Sarasin Buys Majority Stake In Saxo

The transaction – subject to regulatory clearance – is valued at more than €1.6 billion or...

Family Business Insights
11 March 2025

Family Businesses Must Plan For NextGen

This article, which covers different aspects of family business transfer and succession, comes from...

Legal
11 March 2025

The Use Of Arbitration In Trusts Dispute – A Response

We value readers' reactions to our guest articles, and here is an example about the use of...

Alt Investments
10 March 2025

Hedge Fund Returns Slip In Volatile February – HFR

Some strategies – like fixed income – gained ground, while those such as macro and equity hedge...

Market Research
10 March 2025

Untapped Investment Opportunities In Narrowing The Gender Health Gap – Julius Baer

In the wake of International Women’s Day on 8 March, Swiss private bank Julius Baer has just...

Financial Results
10 March 2025

Wealth Management Boosts Schroders' Results

As well as posting healthy results for 2024, the firm has a "transformation plan" underway for...

Strategy
10 March 2025

The Future Of Switzerland’s EAMs

The Alpine state’s EAM sector has been through several changes, not least new regulations. The...

M and A
10 March 2025

AITi Tiedemann Makes Its First European Acquisition With German MFO

The wealth manager and multi-family office has bought its first European business, a German MFO...

Client Affairs
10 March 2025

Close Brothers Asset Management Renamed As TrinityBridge

The move marks a new chapter for the company as an independently run business. ...

People Moves
10 March 2025

Who's Moving Where In Wealth Management? – EQ Investors, Fintilect, Kreston Global

The latest moves, appointments and personnel changes in the UK, the rest of Europe, the Middle East...