Asset Management
14 February 2023

Top Stock Picks – Quaero Capital

As investors face challenging markets, an investment manager highlights his firm’s top stock...

M and A
14 February 2023

Summary Of M&A Deals Wealth Management In EMEA Region – January

A summary of the principal M&A deals involving the industry in January. Several deals that were in...

M and A
13 February 2023

Summary Of M&A Moves In Wealth Management – January 2023

The mergers and acquisitions in the wealth sector that happened in Europe, Middle East and select...

People Moves
13 February 2023

Synpulse Elects New Partners

The firm operates in a number of jurisdictions. ...

People Moves
13 February 2023

Appointments, Departures At US-Based Family Office Exchange

The move is against a backdrop of change in the organisation that represents much of the family...

People Moves
13 February 2023

MDR Mayfair Makes Senior Hires

The new MDR Mayfair advisors will help families and family offices to meet their regulatory and...

New Office
13 February 2023

"Family Office Of The Future" Business Targets International Market

The process of handling the bills, ledgers, reports and other tasks has traditionally been highly...

Uncategorised
13 February 2023

FROM THE EDITOR'S CHAIR: Privacy, Californian Tax And Mixed Results

The editors looks forward and back at news events and themes shaping the wealth management sector. ...

People Moves
10 February 2023

Who’s Moving Where In Wealth Management? – LGT Wealth Management

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

Financial Results
10 February 2023

Italy's Mediobanca Delivers Record Profit

The European institution, based in Milan, includes private banking as part of its business lines....