People Moves
17 June 2024

BIL Suisse Adds To Zurich Teams

The bank operates in a number of Swiss locations. ...

ESG
17 June 2024

Lombard Odier, Mizuho Expand Pact Into Sustainability Alliance

With sustainability and ESG investments still popular – despite setbacks – the financial groups...

Trust Estate
17 June 2024

Advisors Must Practise What They Preach To Clients On Succession

We talk to the CEO of Crestbridge Family Office Services about succession planning within the...

ESG
14 June 2024

As New Rules Loom, UK's MainStreet Launches Sustainability Toolkit

New UK rules, designed in part to remove the problem of "greenwashing," mean that fund buyers need...

Surveys
14 June 2024

Capital Protection, Geopolitical Turmoil Weighs On Minds – Schroders Survey

The survey of UK financial advisors, conducted in late April and early May, lifts the lid on what...