M and A
2 January 2024

Summary Of Wealth Management M&A: September, October, November and December 2023

A round-up of corporate and M&A deals that affected wealth managers and private banks in the EMEA...

People Moves
22 December 2023

Who's Moving Where In Wealth Management? – Quilter

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Strategy
22 December 2023

From The Editor's Chair: Reflections On 2023

As the year-end approaches, the editor of this news service reflects on the major stories of 2023...

Fund Management
22 December 2023

Focus On AI – Guinness Global Investors

Ian Mortimer and Matthew Page, fund managers of the Guinness Global Innovators Fund, discuss...

Tax
22 December 2023

Spotlight On Mitigating Inheritance Tax Liability After Receipts Soar

After the UK government’s tax authority released its inheritance tax receipts for the period...