M and A
2 January 2024

Summary Of Wealth Management M&A: September, October, November and December 2023

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

Fund Management
2 January 2024

EXCLUSIVE: Comgest Highlights Opportunities In European Equities

James Hanford, portfolio manager at Paris-based Comgest, a growth investor, discusses the...

People Moves
22 December 2023

Summary Of Global Moves In Wealth Management – October 2023

A roundup of the moves and appointments around the world in the wealth management sector during...

Fund Management
22 December 2023

Focus On AI – Guinness Global Investors

Ian Mortimer and Matthew Page, fund managers of the Guinness Global Innovators Fund, discuss...

Tax
22 December 2023

Spotlight On Mitigating Inheritance Tax Liability After Receipts Soar

After the UK government’s tax authority released its inheritance tax receipts for the period...

Strategy
22 December 2023

Raiffeisen Bank International Enters Equities Pact

The partnership is designed to enable RBI's corsporate clients to tap into the Franco-German firm's...

People Moves
22 December 2023

Who's Moving Where In Wealth Management? – Quilter

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

Strategy
22 December 2023

From The Editor's Chair: Reflections On 2023

As the year-end approaches, the editor of this news service reflects on the major stories of 2023...

M and A
21 December 2023

US Investment House To Take Over Somerset Capital Funds

After it was announced that Somerset Capital Management, an investment firm that focuses on global...

Strategy
21 December 2023

Nuveen Positive On High-Quality Equity, Bond Markets In 2024

The Global Investment Committee of US-based Nuveen, the investment management arm of TIAA, has just...