Offshore
14 September 2022

Suntera Expects More Industry Consolidation

We talk to Suntera Global, a global provider of bespoke fund, corporate and private wealth...

M and A
5 September 2022

UBS, Wealthfront Terminate Merger

Reasons for terminating the agreement were not disclosed in the UBS statement on Friday. The merger...

Tax
2 August 2022

Rising UK Inheritance Tax Receipts Put Advice Under Spotlight

The UK government's tax authority has released its annual inheritance tax receipts for the...

Surveys
4 July 2022

Advisors Predict AuM Growth, But Business Gets Tough – Natixis Survey

Years of rising markets have become taken as the norm by many investors, and advisors have a task...

Market Research
1 July 2022

Brown Shipley Cuts Through Gloom For Long-Term Opportunities

Wealth Manager Brown Shipley outlined its midyear investment outlook at a media event in London...

Asset Management
23 June 2022

Global Slowdown; Opportunities In China – Carmignac

Faced with increasing challenges, asset manager Carmignac, discusses the global outlook for the...

Financial Results
20 May 2022

Julius Baer Targets Fresh Investment, Cost Savings

The bank has set out new performance goals, suggesting that the competitive environment for private...

Strategy
25 April 2022

What It Takes To Be A Modern Wealth Manager

With trends as varied as digital technology, hybrid working, sustainability, diversity and...

M and A
31 March 2022

RBC Agrees £1.6 Billion Takeover Of Brewin Dolphin

The transaction is one of the larger M&A deals to be proposed in the UK’s wealth management arena...

Technology
28 March 2022

Technology Traps Wealth Managers Must Avoid: New Research

This publication and EY today launch the third edition of our hugely popular annual report,...