New Office
9 October 2025

Bordier & Cie Opens New Swiss Office

The opening adds to the private banking group's footprint across the Alpine state. ...

People Moves
9 October 2025

Who’s Moving Where In Wealth Management? – Mourant, Latitude, Others

The latest moves, appointments, and personnel changes in wealth management for the UK, rest of...

Tax
9 October 2025

UK's Benchmark Capital, Legal Services Group Ink Partnership

With UK inheritance tax now affecting unused pensions, sensitive conversations on the financial...

People Moves
8 October 2025

Who’s Moving Where In Wealth Management? – Bank Aston, ZEDRA

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

M and A
8 October 2025

EFG International Wraps Up Cité Gestion Acquisition

The acquisition fits with EFG's desire to grow via selective deals as well as via an organic route,...

Compliance
8 October 2025

More Financial Institutions Suffer Onboarding Abandonment

The number of financial firms saying that onboarding clients suffered abandonment has risen,...

Family Office
8 October 2025

UHNW Institute Sets Up Single-Family Office Circle

The launch is another step in a series of offerings from the non-profit think tank, with which this...

People Moves
8 October 2025

Stonehage Fleming Names New Head Of Family Office Division In Isle of Man

The new head was formerly a partner in the Family Office Division of the firm’s Jersey...

Alt Investments
8 October 2025

Franklin Templeton Bolsters Alternative AuM

The latest acquisition increases Franklin Templeton’s alternative assets under management to...

M and A
8 October 2025

Hawksford Targets Europe With United Group Acquisitions

The move part of the firm’s strategy to bolster its European capabilities. ...