Legal
12 January 2024

OPINION OF THE WEEK: UK's Post Office Scandal Is Warning For Wealth Sector

The editor briefly considers how a massive miscarriage of justice in the UK linked to the...

Compliance
12 January 2024

SEC Approves Bitcoin ETFs But Doesn't Uncork Champagne

While the chair of the regulator was careful to stress the risks of bitcoin in the wider sector,...

People Moves
12 January 2024

Julius Baer Names Ex-Credit Suisse Figure For New Southeast Asia Role

The Swiss private bank has made the point that Asia-Pacific is its second "home" market. ...

New Office
12 January 2024

EFG Expands in Switzerland

Swiss global private bank EFG International opens new Swiss offices. ...

Family Office
11 January 2024

EXCLUSIVE: Single Family Offices Didn’t Slash VC Allocation In 2023

The founder of the Highworth Research database rebuts the idea that single-family offices have...

Technology
11 January 2024

Digital Digest: The Latest Tech News – Dow Jones, Oliver Wyman

The latest technology news in the wealth management sector from around the world. ...

Strategy
11 January 2024

JP Morgan AM Pushes Further Into Thailand Market

A number of wealth management firms and private banks have set up store in the country to capture...

Strategy
11 January 2024

PIMCO Smiles On Bonds In Uncertain Times

The views of the firm, with $1.74 trillion in AuM at the end of December, carry weight. ...

M and A
11 January 2024

Boston Multi-Family Office Completes Isle Of Man Deal

The deal demonstrates how M&A has been a feature of the world's fiduciary, trusts and...

People Moves
11 January 2024

Who's Moving Where In Wealth Management? – SuMi TRUST, Kingsley Napley, Others

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