People Moves
12 May 2025

Northern Trust AM Names New Global CIOs

The new co-CIOs at the US-headquartered group – which operates in a number of regions – will...

Investment Strategies
25 April 2025

Julius Baer, SumiTrust Optimistic On Japanese Equities Despite Tariff Turmoil

Together with Julius Baer, Kazunaga Saso at SuMiTRUST, the Japanese investment house with $609...

Financial Results
23 April 2025

Q1 2025 Net Income Rises Strongly At Northern Trust; Wealth Fees Gain

The Chicago-headquartered banking group reported a broadly stronger set of financial numbers for...

Trust Estate
22 April 2025

Relocating To Switzerland: Trusts

When moving to Switzerland, the structure of trusts applies. The authors at Charles Russell...

M and A
14 April 2025

Oak Group Acquires Bahamian Trust Company

The integration will begin immediately, with no change to the service that Amber clients...

Surveys
11 April 2025

Demand For Alternative Investments Climbing – Northern Trust

Chicago-headquartered wealth manager Northern Trust has just released its “Asset Owners in Focus:...

Investment Strategies
9 April 2025

EXCLUSIVE: Japan’s Export-Focused Large Caps Face Tariff Trauma

After President Donald Trump imposed tariffs of 24 per cent on Japanese exports to the US, hitting...

M and A
7 April 2025

AVI Japan Opportunity Trust Proposes Fidelity Japan Trust Merger

AVI Japan Opportunity Trust made this proposal public, ahead of the Fidelity Japan Trust ...

Strategy
4 April 2025

Safety In Protecting, Transferring Assets – Monaco Conference

This news service joined a conference in Monaco, hosted by Trustconsult, under the theme of...

WM Market Reports
4 April 2025

Private Clients Prioritise Future Generations’ Financial Security

STEP – the industry group for trust and estate practitioners worldwide – has issued a report...