Strategy
5 March 2025

Generational Wealth Planning: A Smarter Legacy With Embedded Finance

The author of this article says that using "embedded data" can simplify estate planning and reduce...

People Moves
5 March 2025

Rathbones AM Targets Asia-Ex Japan, Emerging Markets

The asset manager has made a triple hire, as it focuses on Asia ex-Japan and global emerging...

People Moves
5 March 2025

Who's Moving Where In Wealth Management – Simmons & Simmons, Chubb, Lazard AM

The latest moves, appointments and personnel changes in the UK, rest of Europe, the Middle East and...

Legal
4 March 2025

Using Arbitration To Resolve Trust Disputes

Trust litigation can at times reach the public eye. One way to resolve disputes away from the glare...

M and A
4 March 2025

US-Based Oaktree Completes Close Brothers AM Acquisition

The conclusion of the CBAM acquisition continues a busy period for London-listed Close Brothers. ...