M and A
12 December 2024

Utmost Wraps Up Purchase Of Lombard International Assurance

Amongst its activities, Lombard is a player in what is called private placement life insurance...

People Moves
12 December 2024

Who’s Moving Where In Wealth Management? – Saltus, Canaccord, KBI Global Investors, Others

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

Technology
12 December 2024

Artificial Intelligence: What Family Offices Worry About Most

The author of this article, in addressing how family offices should think about AI, says "stay...

Technology
12 December 2024

Wealth Management Use Cases For AI: Separating Wheat From The Chaff

We speak to an innovation platform for the wealth sector about what AI use cases make most sense...

Alt Investments
12 December 2024

BlackRock Pushes Further Into "Evergreen" Private Markets Fund Space

The new platform, based in Europe, will also be available for clients in certain other regions; it...

Investment Strategies
12 December 2024

Five Themes Set To Impact Financial Markets In 2025 – Evelyn Partners

UK wealth manager Evelyn Partners outlines its investment outlook for 2025, singling out five...

Strategy
11 December 2024

Julius Baer International Expands Further Into UK Regions

The business, part of the Zurich-listed private banking group, continues to build a regional...

New Products
11 December 2024

What's New In Investments, Funds? – Sarasin & Partners

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

Compliance
11 December 2024

Compliance Corner: Finstreet Limited, ADGM

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

People Moves
11 December 2024

Who's Moving Where In Wealth Management? – BNY, Deepridge, Broadridge, Others

The latest moves in the UK, rest of Europe, the Middle East and select international jurisdictions...