M and A
8 January 2025

Julius Baer Sells Domestic Brazilian Wealth Business

The Swiss private bank said the deal will be accretive to its capital, and subject to customary...

People Moves
8 January 2025

Schroders Names New Chief Investment Officer Of Schroder Investment Solutions

The new CIO brings a wealth of knowledge and experience to the role that will significantly...

Uncategorised
8 January 2025

Change At Top Of UK's Close Brothers

Stepping down to focus on his health, the departing CEO at the UK banking and financial services...

Fund Management
8 January 2025

SEI Targets Luxembourg's Alternatives Funds Sector

The US firm has identified provision of depositary services for private market funds as an...

Company Profiles
8 January 2025

Lombard Odier Leans Into Middle East Growth Story

This news service recently met with the Swiss bank in Dubai to discuss its strategy, views about...

People Moves
8 January 2025

Who’s Moving Where In Wealth Management? – CISI, Carmignac, Crestbridge

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
8 January 2025

Value Partners Positive On Chinese Equities In 2025

Hong Kong-based Value Partners has just released its 2025 Market Outlook report, sharing its...

M and A
7 January 2025

Vontobel Completes IHAG Privatbank Acquisition

The Zurich-listed firm said the acquisition has a positive effect on its group net profit. ...

People Moves
7 January 2025

Who's Moving Where In Wealth Management? – Charles Russell Speechlys, Stephenson Executive Search, Others

The latest moves, appointments and personnel changes in the UK, continental Europe, Middle East and...

Investment Strategies
7 January 2025

UBS's Wealth Arm Still Feels Investment Love For AI

Mark Haefele, chief investment officer at UBS Global Wealth Management, discusses the outlook for...