People Moves
15 May 2024

Swiss Boutique Private Bank Gets DIFC Authorisation For Local Entity

Among other developments, the Dubai entity has brought in a senior executive officer and equity...

Technology
15 May 2024

Broadridge, Salesforce Tap Advisors' Automation Needs

Broadridge told this publication that it aims to capitalise on advisors' need to save time on...

Awards
15 May 2024

Nominations Open For Second Annual Miami FWR Awards

Those interested in entering these awards can now submit their nominations. ...

Family Office
14 May 2024

Family Office Study Confounds Cost Inflation Anxieties

Following a major report last week examining trends in the North American family offices sector, we...

People Moves
14 May 2024

Fenergo Names New EMEA Managing Director

Drawing on her experience of engaging with clients and leading sales teams of over 700...