Financial Results
12 February 2025

Pictet’s Profit, AuM Up In 2024

Swiss private bank Pictet, which operates in a number of regions, has released its unaudited...

Strategy
12 February 2025

Ocorian Inks Strategic Partnership With Data Aggregation, Analysis Firm

The partnership covers much of the background work of wealth management and business services used...

People Moves
12 February 2025

IQ-EQ Names New Deputy Group CEO; Group CCO

Luxembourg-headquartered IQ-EQ, an Astorg portfolio company and an investor services group, has...

People Moves
12 February 2025

Crestbridge Family Office Services Names New Chairman

The new chairman of the group, who has worked in the family office, trust and asset structuring...

New Products
12 February 2025

What’s New In Investments, Funds? – Nomura Asset Management, Evelyn Partners

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

Tax
12 February 2025

Who Is Winning The Wealthiest – And Who Is Driving Them Away?

The authors examine the sharp dividing line between governments that appear keen to attract...

Alt Investments
11 February 2025

A Walk Around Private Market Investing

Private market investing is a ubiquitous theme in wealth management today, and for good reason. The...

M and A
11 February 2025

Deals Of The Day: The Latest In Wealth Management M&A – Shackleton, Harrold Financial Planning

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

New Products
11 February 2025

What’s New In Investments, Funds? – Candriam, Kartesia

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

Financial Results
11 February 2025

DBS Says Strong Wealth Management Fee Growth Helped Results

The Singapore-headquartered group noted that wealth fees rose 45 per cent last year from their 2023...