Tax
10 July 2024

How Tax Agents Chart Clients' Course Through Political Upheaval

The author of this article takes us on a tour of the tax issues arising for the new UK government...

Technology
10 July 2024

Lombard Odier IM Opens DataEdge Strategy To External Investors

The strategy uses big data on consumer trends to identify earnings' surprises and capture alpha...

Technology
10 July 2024

Indosuez WM Targets Belgium, Luxembourg, Monaco, Switzerland

Indosuez Wealth Management, the global wealth management arm of the Crédit Agricole Group, extends...

People Moves
10 July 2024

Who's Moving Where In Wealth Management? – Octopus, Old Mill, Evelyn Partners, Others

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

Alt Investments
9 July 2024

Deals Of The Day: The Latest In Wealth Management M&A – Pictet

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
9 July 2024

Vanguard Names New CEO

The appointment follows the retirement of Tim Buckley after more than 30 years of service,...

Wealth Strategies
9 July 2024

Investors Should Consider Geopolitical Hedges While Cost Is Low – Pictet

While the cost is still relatively cheap, investors ought to think of hedging their portfolios...

Wealth Strategies
9 July 2024

Wealth Managers React To French Election Results

After the second round of the French elections ended on Sunday without any party gaining an...

People Moves
9 July 2024

Who’s Moving Where In Wealth Management? – haysmacintyre, GAM, M&G, Others

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

New Office
9 July 2024

Japan's SMBC Sets Up In India's Growing GIFT City Hub

There appears to be a trend of firms setting up in the GIFT City hub in India, a centre designed to...