New Office
6 March 2025

Canaccord Targets Middle East

Opening the new office comes just days after the wealth manager formally completed the acquisition...

People Moves
6 March 2025

Swiss Wealth Boutique Names Partner, COO, Deputy Chief Executive

Serving in a number of roles, the joiner comes to a firm that was founded in 2014 and which has a...

Statistics
6 March 2025

Americans Apply For UK Citizenship In Record Numbers

Amid concerns about politics and thanks to the introduction of a new UK tax system for residents,...

WM Market Reports
6 March 2025

Family Offices Love Real Estate, US Leads Wealth Growth – Knight Frank Study

The property market consultancy and realtor casts its eye over trends shaping certain segments of...

Investment Strategies
6 March 2025

Wealth Managers Expect Resilience In US Equities, Optimistic On China

As tech weakness, escalating trade risks, and renewed economic growth concerns prompted a US...

People Moves
6 March 2025

Who’s Moving Where In Wealth Management? – Schellenberg Wittmer, LGT, Vontobel, Others

The latest moves, appointments and personnel changes among wealth management and related...

New Products
6 March 2025

What’s New In Investments, Funds? – Morgan Stanley, Momentum

The latest news in investment offerings, financial products and other services relative to wealth...

Awards
6 March 2025

EXCLUSIVE: Winners Of Swiss EAM Awards 2025

Congratulations to all involved. ...

Compliance
5 March 2025

Compliance Corner: Dubai Financial Services Authority, Taranis Capital, Credit Suisse, FCA

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

Investment Strategies
5 March 2025

Family Offices Hunker Down As Risks Swirl; Outsourcing Rises – Ocorian

Companies, investment houses and family offices, among others, are outsourcing more investment to...