M and A
3 March 2022

Canadian Investment House Takes Stake In ZEDRA

ZEDRA has risen rapidly since its founding in 2016, and covers services in the corporate, funds and...

Family Office
3 March 2022

Family Offices Fret Over Regulations, Succession And Like Cryptos – Study

The US firm has issued its inaugural study of global family offices around the world, drawing out...

M and A
3 March 2022

Julius Baer Shrinks Ownership Stake In Mexico Wealth Manager

The Swiss bank is cutting its ownership stake in the Mexico City-based firm, which has more than $4...

Client Affairs
3 March 2022

Financial Planner Nets Vulnerable Client Accreditation

The wealth management firm has enhanced its later life offering with a new professionally...

Legal
2 March 2022

Archegos Pushes For Legal Settlement As Probes Continue – Report

Morgan Stanley, Nomura, UBS, Credit Suisse, MUFG and Mizuho were involved in the saga. The banks,...