M and A
7 October 2022

Deals Of The Day: The Latest In Wealth Management M&A – Lombard Odier

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

Company Profiles
7 October 2022

Canaccord Genuity WM's Approach For Channel Islands, International Success

We continue our conversations with businesses in the Channel Islands, and turned to Canaccord...

Tax
7 October 2022

Inheritance, Capital Gains Taxes Under Spotlight – A View From St James's Place

Amidst high inflation rates and rising inheritance tax receipts, Niki Patel from St James's Place...

Alt Investments
7 October 2022

Wealth Managers Increasingly Tilt Towards Alternatives – Mercer

Perhaps unsurprisingly, given the volume of commentary, the survey found that a big shift is...

People Moves
6 October 2022

GQG Partners Expands UK Team

GQG Partners expands UK Team and appoints new distribution director. ...

Investment Strategies
6 October 2022

WEALTH TALK: Positioning Asset Allocation In Testing Times – The Julius Baer International View

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M and A
6 October 2022

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

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

Real Estate
6 October 2022

UBP Continues European Real Estate Drive

The Swiss bank's property investment strategy is targeting "long-term," defensive investments that...

People Moves
6 October 2022

Who's Moving Where In Wealth Management? – Nedgroup, Hamilton Lane, Others

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

Alt Investments
6 October 2022

Private Capital AuM To Double By 2027, Reaching $18.3 Trillion

The research firm predicts how sectors such as venture capital, private debt and hedge funds will...