White Papers
26 January 2022

What Should Family Offices Ask Their Lawyers – White Paper

The law firm has issued a new white paper series exploring the kind of points family offices should...

Strategy
26 January 2022

Invest Now In Workforce Intelligence

Firms such as private banks, wealth managers and others need workforce methods and tools to handle...

People Moves
26 January 2022

Who's Moving Where In Wealth Management? – Independent Wealth Planners, Barclays France, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Alt Investments
26 January 2022

Founders Finding Alternative Routes To VC Backing

The chief executive of a challenger bank shares his experience of handling the venture capital...

Financial Results
25 January 2022

Credit Suisse Warns Of Litigation Hit To Q4, 2021 Profit

The past year for the bank has been difficult, with the chairman of the firm resigning last week....

Real Estate
25 January 2022

UBS Takes Risks Off Chinese Real Estate Table

China's authorities have loosened monetary policy and sought to contain the fall-out from...

People Moves
25 January 2022

Mediolanum Adds Chief Business Officer To C-Suite Hires

By adding a chief business officer to other recent senior hires, the Dublin firm is aiming at...

People Moves
25 January 2022

Who's Moving Where In Wealth Management? – Ninety One, Brewin Dolphin

The latest moves in wealth and asset management from across Europe and the UK. ...

Reports
25 January 2022

CI Financial Data Underscores Banner M&A Year

CI Financial, which embarked on a buying spree in the US RIA sector in 2020, now has 23 RIAs in its...

People Moves
25 January 2022

Summary Of Global Executive Moves In Wealth Management – December 2021

A round-up of moves across the wealth management industry. One of the stand-outs was the return to...