Surveys
13 November 2023

Upheavals, New Risks: What Grabs UHNW Families' Attention – Study

The family office examines the non-financial and financial concerns that clients have, ranging from...

People Moves
13 November 2023

HSBC AM Names New Southeast Asia, Singapore CEO

There is change at the top of HSBC's asset management arm as a predecessor departs the group,...

Financial Results
13 November 2023

OCBC's Wealth Profits Rise

The wealth arm of the bank includes business groups including Bank of Singapore. ...

Offshore
13 November 2023

Legal, Trust And Corporate Law Changes In Switzerland – An Overview

The author of this article, a familiar face in the Swiss and wider world of private client advisory...

People Moves
13 November 2023

Newton IM Names New Emerging Market, Asian Equities Head

Newton Investment Management, part of BNY Mellon Investment Management, makes senior hire.  ...

Compliance
10 November 2023

FCA Fires Warning At Wealth Managers

This week the UK watchdog told wealth managers and stockbrokers about the need to deliver good...

M and A
10 November 2023

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

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

People Moves
10 November 2023

Sarasin & Partners Appoints Six New Partners

The London-headquartered firm invested £18.2 billion as of the end of September this year. ...

Alt Investments
10 November 2023

Switzerland's Lurra Capital Invests Into Padel Tournament

The investment is an example of how the firm puts money into "cutting-edge" ventures and also shows...

Investment Strategies
10 November 2023

Focus On Gold As A Safe Haven

Investment managers share their insights on gold’s recent strong performance, and how it has...