M and A
6 February 2023

Private Equity Group Makes Offer For Focus Financial

Wealth management groups, given their relatively sticky revenue streams and play on multi-trillion...

Alt Investments
6 February 2023

Challenging Environment For Alternatives – Preqin

Last week in London, Preqin, the home of alternatives, discussed the global outlook for the...

Wealth Strategies
6 February 2023

As Rates Keep Rising, What Do Floating-Rate Loans Offer?

We talk to the European asset management firm about a fund that taps into the "floating rate" bond...

Real Estate
6 February 2023

Credit Suisse AM, Funds Buy Into Florida's Economic Ascent

The firms want to exploit the bounce back in the US convention hotel market and recovery in tourism...

M and A
6 February 2023

Morgan Stanley Wins Full Control Of China JV

A number of foreign firms have established JVs to tap into the world’s second-largest economy. It...

Compliance
6 February 2023

Compliance Corner: Financial Watchdog Blocks Thousands Of Misleading Adverts

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

Offshore
3 February 2023

WEALTH TALK – Breaking Down US-Swiss Wealth Management Barriers

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Awards
3 February 2023

UBS Unveils Shortlisted Female Business Founders

The Swiss bank's awards program, aimed at female entrepreneurs, is an example of the way in which...

People Moves
3 February 2023

JTC Names New Head Of Institutional Client Services

The latest moves and appointments at JTC, a global London Stock Exchange-listed service provider. ...

People Moves
3 February 2023

Who’s Moving Where In Wealth Management? – Burges Salmon, Farrer & Co, Others

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