Trust Estate
6 December 2022

Liability Of Trustees When There’s An Economic Crisis – Whom To Trust?

Given the current volatility of a whole spectrum of investments, it seems inevitable that trustees...

M and A
5 December 2022

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

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

Strategy
5 December 2022

Shining A Spotlight On The Great Wealth Transfer – A View From Jersey

The author of this article argues that today’s wealth manager needs to work smarter and faster to...

ESG
5 December 2022

Five Sustainability Trends To Watch – Schroders

Faced with increasing challenges, Andy Howard, global head of sustainable investment at Schroders,...

Offshore
5 December 2022

New WealthBriefing Report On The Bahamas Financial Industry

This news service releases a new study examining the issues and achievements of the Caribbean...

M and A
5 December 2022

JP Morgan Private Bank Boosts Digital Investment Capabilities

The partnership with Swiss-based Edge Laboratories and Evooq supports the private bank’s agenda...

Real Estate
5 December 2022

Abrdn Joins Up With John Lewis To Build Homes For Rent

abrdn, an Edinburgh-based investment company and asset manager, forms joint venture with UK...

Compliance
5 December 2022

Switzerland Freezes SFr7.5 Billion In Russian Deposits

Switzerland has frozen assets and detailed measures against Russian nationals in the wake of its...

Investment Strategies
5 December 2022

First Half Of 2023 Looks Tough – Lombard Odier

Swiss private bank Lombard Odier has published its latest investment strategy report for private...

People Moves
2 December 2022

Who’s Moving Where In Wealth Management? – Old Mill

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