People Moves
9 April 2025

Edmond de Rothschild Names New Group Chief Sustainability Officer

Geneva-headquartered investment house Edmond de Rothschild, which has over SFr184 billion ($218...

New Office
9 April 2025

SS&C Opens New Office In Saudi Arabia

The US-headquartered firm has pushed further into the Saudi Arabia market. ...

Compliance
9 April 2025

The UK's Consumer Duty – Where Are We Now?

It is almost two years since 31 July 2023 when the UK introduced the Consumer Duty, a regulatory...

Strategy
8 April 2025

Julius Baer In Further Organisation Shakeup

Julius Baer, which has been in restructuring mode in recent months, has announced a set of more...

Legal
8 April 2025

How Wealth Planning Landscape Could Have Been Upended

The authors contend that had the arguments of the heirs in this case succeeded, a will would have...