People Moves
18 October 2024

Equiom Names Middle East Head

With almost three decades' experience in a number of regions, the new head has worked at places...

Financial Results
18 October 2024

Rathbones Reports Net Operating Income Surge

The London-headquartered wealth and asset manager has been through the process of integrating...

M and A
18 October 2024

US-Based Pathstone Boosts AuM By $45 Billion In Fresh Deal

In what is already a busy M&A market in North American wealth management, Pathstone made a big...

People Moves
18 October 2024

Who's Moving Where In Wealth Management? – Lombard Odier Investment Managers, Hundle

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

Tax
18 October 2024

It's Not Just Millionaires Eyeing UK Exit – Survey

The survey which was conducted among a sample of the UK adult population – not just HNW...

ESG
18 October 2024

Julius Baer Partners With Cathay Pacific Over Sustainable Aviation Fuel

Sustainable aviation fuel, which is made from biogenic waste such as used cooking oil and animal...

Investment Strategies
17 October 2024

SJP Smiles On UK, European, Japanese Equities

Justin Onuekwusi, chief investment officer at wealth manager St James’s Place, shares his latest...

Client Affairs
17 October 2024

UK Inflation Falls Below Target – Wealth Managers React

After UK inflation fell in September to below the Bank of England’s target, wealth managers...

New Office
17 October 2024

New Swiss Wealth Manager Takes Flight

The wealth manager was founded by François Savary and Cédric Mondada, two experts in Geneva's...

M and A
17 October 2024

Deals Of The Day: The Latest In Wealth Management M&A – ACA Group, Effecta

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...