M and A
3 March 2023

Lazard Asset Management Buys US Firm, Builds Family Office Business

The businesses are rolling out a new family office offering as part of their merger deal. ...

Financial Results
3 March 2023

Schroders' Wealth Management Arm Delivers Strong Results

Schroders, a global investment manager, has released its financial results this week for 2022. ...

Trust Estate
2 March 2023

Should We Engage In Estate Planning For Assets We Hope Will Appreciate?

For a long time, in wealth planning and transfer conversations it has been taken for granted that...

New Office
2 March 2023

DIFC Welcomes Edmond De Rothschild Advisory Office

The opening of an advisory office in the DIFC is another reminder of how the jurisdiction is...

Asset Management
2 March 2023

What's New In Investments, Funds? – InvestCloud, AssetCo, Westwood

The latest news in investment offerings, financial products and other services relative to wealth...