People Moves
2 March 2023

Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Saffery Champness

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

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...

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...

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...

Financial Results
1 March 2023

Profits Rise At J Safra Sarasin Group; AuM Drops On Weaker Markets

Profits rose last year but assets under management were unable to escape the effects of the global...