People Moves
8 July 2025

Deutsche Bank Overhauls German Wealth Division

The Frankfurt-listed group has made a number of senior changes, and merged private banking and...

People Moves
7 July 2025

M&G Names New Chief Executive Officer Of responsAbility

The appointment follows Rochus Mommartz's decision to retire after 22 years with responsAbility. ...

Surveys
18 June 2025

Most UK Financial Institutions Expect Business Growth Over Next 12 Months – Lloyds Survey

Lloyds Bank has launched its annual “Financial Institutions Sentiment Survey,” capturing the...

People Moves
6 June 2025

Indosuez WM Revamps Divisional Structure, Makes Top Appointments

The France-headquartered group is changing its divisional make-up a year after buying a...

People Moves
20 May 2025

Schroders Names New Head Of UK Wealth

The new head of UK wealth for its asset management division has been with Schroders for more than...

People Moves
9 May 2025

Switzerland's Leonteq Shrinks Executive Committee, Extends Senior Team

Leonteq, which is seeking to improve its financial performance, announced a cut in its committee...

Alt Investments
16 April 2025

US-Headquartered CAIS Builds Capital Markets Division

CAIS is is one of several firms, such as iCapital (US) and Moonfare (Germany) that have opened...

Wealth Strategies
25 March 2025

How Investors Play "Nearshoring" Trend As Globalisation Shifts – PGIM

In an investment commentary, the US-headquartered firm talks about the decisions that asset...

Financial Results
19 March 2025

Close Brothers Reports Statutory Loss

The UK financial group has offloaded its asset management business, raised regulatory capital by...

WM Market Reports
6 March 2025

Women Still Lag Men In Wealth Accumulation, But There's Some Progress – Reports

A flurry of reports from wealth managers have come out ahead of International Women's Day on...