People Moves
12 December 2024

UBS Plans US Wealth Arm Revamp

The Swiss banking group and wealth manager is, so the report said, trying to compete more...

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...