M and A
7 August 2024

JTC Completes Another US Trust Business Purchase

JTC, a global professional services business headquartered in Jersey, has completed its latest...

Wealth Strategies
6 August 2024

Global Equities Spooked By US Economy Concerns; Big Techs Wobble – Reactions

With big tech – the "Magnificent Seven" – stocks at high levels, investors are becoming nervous...

M and A
6 August 2024

Quilter Expands Advice Network

Quilter adds four firms to its advice network, all of which share the firm's commitment to...

People Moves
6 August 2024

Swiss Cantonal Bank Recruits Ex-Credit Suisse Team

The team will promote private banking in the Bern and Solothurn cantons of the Alpine state. ...

M and A
6 August 2024

Etops To Join European Wealthtech Group

The enterprise is backed by London-based private equity firm Pollen Street Capital.  ...

People Moves
6 August 2024

Titan Investment Solutions Names New CIO

Titan Wealth, a vertically integrated business offering custody, platform, discretionary fund...

People Moves
6 August 2024

Who’s Moving Where In Wealth Management? – Stonehage Fleming, abrdn Adviser

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

M and A
5 August 2024

Union Bancaire Privée Buys SocGen's Suisse, UK, Channel Islands Businesses

The purchase price, which includes equity, covers businesses with collective AuM of almost €25...

People Moves
5 August 2024

Summary Of Wealth Management Executive Moves In Global Wealth Management – May 2024

A round-up of moves in wealth management from around the world in May. ...

New Products
5 August 2024

Schroders And Phoenix Join Arms To Channel Pension Money Into Private Markets

The joint venture aims to funnel more pension money into private markets through the Future Growth...