M and A
March 1, 2022

Julius Baer Shrinks Ownership Stake In Mexico Wealth Manager

The Swiss bank is cutting its ownership stake in the Mexico City-based firm, which has more than $4

Alt Investments
March 1, 2022

The Evidence Is In: Private Markets Beat Listed Equities

Data shows, the firm says, that private market investing, while less liquid, comes with superior

Compliance
March 1, 2022

WEALTH TALK: How Russia's Invasion Of Ukraine Might Affect Wealth Management

Compliance
March 1, 2022

Switzerland Adopts EU Sanctions Vs Russia

In a move that will be a blow to Russians who have used it as a conduit, Switzerland announced

Family Office
February 28, 2022

Welcome To Seventh Annual Family Office FinTech Summit 2022

See here for details on registration and other program information for the March 24 event, held via