New Products
11 October 2023

What's New In Investments, Funds? – Pantheon, Muzinich

The latest news in investment offering, financial products and other services relative wealth...

Offshore
11 October 2023

HNW Visas, Foreign Residency Remain Popular Despite Headwinds, Advisors Say

Although some governments have suspended or closed so-called "golden visas," there remains plenty...

Alt Investments
11 October 2023

Moonfare's Web Of Bank Alliances Expands

The partnership is another example of how organisations such as Moonfare have changed access to...

New Products
10 October 2023

Quilter Enhances Advisor Platform

The firm said it is giving advisors using its platform the freedom to co-brand on it. ...

Strategy
10 October 2023

Wealth Managers Mull Case For Upgrading UK, European Equities

RBC Wealth Management, together with other investment houses, discuss the case for upgrading a...

People Moves
10 October 2023

TEMIT Names Chairman-Elect

The non-executive director and chairman-elect will replace the current chairman who will retire at...

M and A
10 October 2023

Summary of Wealth Management M&A – June, July And August 2023

A round-up of corporate and M&A deals that affected wealth managers and private banks in the EMEA...

New Products
10 October 2023

What’s New In Investments, Funds? – Nomura Asset Management

The latest news in investment offering, financial products and other services relative wealth...

People Moves
10 October 2023

Julius Baer Hires Two Senior UBS Figures Amid Boardroom Reshuffle

There have been a series of planned arrivals, appointments and departures at the Swiss banking...

Wealth Strategies
10 October 2023

The Israel Attacks: Early Thoughts, Reactions

Wealth managers have much to think about regarding the grim scenes from Israel.  ...