M and A
8 June 2022

Deals Of The Day: The Latest In Wealth Management M&A – Edmond De Rothschild, Hottinger

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

Uncategorised
8 June 2022

Family Offices' Cybersecurity Not Up To Scratch – Study

Cyber attacks remain a big threat to UHNW individuals and families, and yet single-family offices...

M and A
8 June 2022

Italian Advisor, Law Firm Create Joint Venture

Belluzzo International Partners, an Italian multinational advisory group, has joined forces with...

People Moves
8 June 2022

Who's Moving Where In Wealth Management? – Ocorian, Mirabaud Group, Others

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

New Office
7 June 2022

Julius Baer Plans Qatar Advisory Office

Although the bank has been simplifying part of its portfolio of businesses and streamlining...

Investment Strategies
7 June 2022

UBS Smiles On Select Asian Countries' Stocks, Expects High Market Volatility

The Swiss firm set out its investment views and tactical asset allocations in a report for June....

Client Affairs
7 June 2022

UK's Boris Johnson Wins Confidence Vote – Reactions

We look at market reactions from wealth managers and investment advisors, taken before and after...

Market Research
7 June 2022

MENA Wealth Advisors Expect Robo-Advisors To March Ahead

A study, carried out for London-based behavioural finance experts Oxford Risk, looks at the...

People Moves
7 June 2022

Who's Moving Where In Wealth Management? – Omni Partners, Lowes Financial Management

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

Tax
7 June 2022

A Brief Tax Guide For Those Relocating To The UK

People relocating to the UK face a mass of tax rules and regulations to contend with, some less...