Surveys
30 June 2026

Over 55s Reluctant To Discuss Inheritance – Mattioli Woods

At a time when changes to inheritance tax rules are under the spotlight, new research by YouGov for...

Investment Strategies
30 June 2026

EXCLUSIVE: Investment Managers Remain Upbeat On Emerging Markets' Outlook

Investment managers – Edmond de Rothschild, Guinness Global Investors and Franklin Templeton –...

People Moves
30 June 2026

UBS Makes Raft Of Asia-Pacific Senior Wealth Management Appointments

Jurisdictions affected by the changes include Taiwan, Singapore, Philippines, Indonesia, Australia...

Strategy
30 June 2026

IQ-EQ Unifies Gordian Capital Under Global Brand Following Dubai Expansion

Gordian's client base includes family offices, asset managers and hedge funds. ...

New Office
30 June 2026

Westgarth Wines Launches Into European Market; Makes Senior Hire

To lead its expansion into the European market, Westgarth Wines, a specialist fine wine retailer,...

Investment Strategies
30 June 2026

Investment House Orbis Upbeat On AI-Related Stocks

Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, shares his insights on...

People Moves
30 June 2026

Who’s Moving Where In Wealth Management? – ATLAS Infrastructure, Lyford, Others

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

M and A
29 June 2026

Corient Tight-Lipped About Reported French MFO Deal

The organisation, which has been on an acquisition spree, was reported to have acquired another...

Financial Results
29 June 2026

Summary Of Q1 2026 Financial Results In Wealth Management, Private Banking

We summarise results for the private banking and wealth management arms of banking groups, and in a...

New Products
29 June 2026

Lombard Odier And Alpha Japan Bolster Collaboration

Lombard Odier and Alpha Japan have expanded access in Japan to Lombard Odier's global asset...