News, Comment & Analysis results for Archive

Financial Results
1 February 2024

Credit Loss Hit Julius Baer's 2023 Profits; CEO Departs

The chief executive of the Swiss private bank is leaving the bank by mutual consent, it said as it...

Financial Results
1 February 2024

Evelyn Partners Delivers Positive Results

Evelyn Partners has just released its trading update for the last three months of 2023. ...

Compliance
1 February 2024

Compliance Corner: Fenergo, Centralis Group

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

People Moves
1 February 2024

HSBC's Wealth, Private Banking Group Names New EMEA Head Of Alternatives

The newly-appointed figure, who previously worked at Credit Suisse in Zurich, has also worked at...

Offshore
1 February 2024

Beyond Brexit: How Swiss Businesses Benefit From New Berne Financial Services Agreement

The UK and Switzerland – both outside the European Union – are home to large financial centres,...

People Moves
1 February 2024

M&G Investments Names New Chief Investment Officer

M&A said private markets investment is “central” to its growth ambitions in asset management. ...

People Moves
1 February 2024

Lombard Odier Investment Managers Names New COO

The investment firm, part of private bank Lombard Odier, has named a new COO who takes the helm...

People Moves
1 February 2024

Who’s Moving Where In Wealth Management? – Quilter, Suntera, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

New Products
31 January 2024

What’s New In Investments, Funds? – Quaero Capital, Muzinich

The latest news in investment offerings, financial products and other services relative to wealth...

New Products
31 January 2024

Digital Digest: The Latest Tech News – Dow Jones

The latest technology news in the wealth management sector from around the world. ...