People Moves
February 3, 2023

Savant Flags M&A Ambitions With Major Hire

The Illinois-based group said it wants to significantly increase the pace of deals over the next

M and A
February 3, 2023

Private Equity Group Makes Offer For Focus Financial

Wealth management groups, given their relatively sticky revenue streams and play on multi-trillion

New Products
February 2, 2023

What's New In Investments, Funds? – Hamilton Lane

The latest news in investment offerings, financial products and other services relative to wealth

Compliance
February 2, 2023

Pressures Grow On Companies To Squash Bribery, Corruption – Study

Enforcement agencies and regulators around the world are expanding their definition of corporate

M and A
February 2, 2023

Emigrant Partners Takes Another Minority Stake

Emigrant Partners continues where it left off in January by taking another minority stake in a US

People Moves
February 2, 2023

Gavin Spitzner, Wealth Industry Figure, Dies Aged 57

A prominent figure in the wealth advisor tech space has passed away. This news service extends its

Strategy
February 1, 2023

Japan May Outpace US, Europe In 2023 - Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier, and portfolio

Family Office
February 1, 2023

Highworth Adds More US Family Offices As Coverage Expands

The group, with which this news service is exclusive media partner, has also added a number of

Company Profiles
February 1, 2023

WEALTH TALK: A Matter Of Faith: Wealth Management In A Catholic Way

Art
February 1, 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of