M and A
6 November 2023

UK's Evelyn Partners Expands Via Another Acquisition

The UK wealth management, accountancy and professional services firm has pushed further into Kent...

M and A
6 November 2023

Syz Capital Taps DACH Region's Digital Media, Analytics Potential

The Switzerland-based investment house - backed by a prominent family with links to private banking...

Technology
6 November 2023

The UK's AI Safety Summit – UBS Reactions

As artificial intelligence (AI) gains increasing attention in the wealth and banking sector,...

Strategy
6 November 2023

Geopolitical Conflict Makes Investors Nervous

Investment managers discuss the macroeconomic outlook and highlight a cautious stance in their...

Tax
3 November 2023

Middle East Family Offices Restructuring, Diversifying – Ocorian

Ocorian, a specialist global provider of services to high net worth individuals and family...