New Office
24 March 2026

JTC Targets Wyoming

Jersey-headquartered global professional services provider JTC continues its expansion into the...

People Moves
24 March 2026

Who’s Moving Where In Wealth Management? – Forsters, Investec Bank

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

People Moves
24 March 2026

HSBC AM Names New Alternatives CEO

London-headquartered HSBC Asset Management, with assets of $866 billion, appoints its former CEO...

M and A
24 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – PEI, Scientific Infra & Private Assets

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

Family Office
24 March 2026

Drivers Of Family Offices' Wealth Evolve; Investments Shift To Europe, Asia – FINTRX

A barometer on the scale and scope of the world's family offices sector shows that the liquidity...

Compliance
24 March 2026

Berne Financial Services Agreement A Template For Other Pacts – SBA Interview

As financial sector professionals in Switzerland and the UK continue to digest the impact of an...

Compliance
23 March 2026

UBS Secures Clearance To Become Nationally Chartered US Bank

The step is a significant one for the Swiss group, which has been busy integrating the Credit...

People Moves
23 March 2026

Summary Of Executive Moves In Global Wealth Management – January 2026

A roundup of the moves, changes, appointments and personnel shifts in January around the world. ...

Financial Results
23 March 2026

EFG International Shareholders Approve Dividend Raise, Re-Elections

The Swiss firm's AGM saw shareholders approve a dividend hike for 2025 and re-election of its board...

Tax
23 March 2026

Inheritance, Capital Gains Tax Data Highlights Fiscal Squeeze In UK

Latest data about UK inheritance tax and capital gains taxes highlights the impact of "fiscal drag"...