People Moves
26 July 2024

Leonteq Swings Back Into Profit; CEO To Stand Down

One of the team of founders of Leonteq in 2007 and CEO for the past five years, Lukas Ruflin is to...

Alt Investments
26 July 2024

India's Rukam Capital Rides Rising Startup Story

This publication talks to an India-based firm focused on venture capital investments into the...

M and A
26 July 2024

Titan Wealth Targets Dubai

Backed by private equity, Titan Wealth has made a number of acquisitions recently, with this latest...

Investment Strategies
26 July 2024

PineBridge Smiles On Chinese, Indian Equities In 2024

Elizabeth Soon, head of Asia ex-Japan equities, and Huzaifa Husain, head of India equities, at...

Financial Results
25 July 2024

Julius Baer's H1 2024 Net Profit Drops; AuM Rises

After having announced the appointment of a new CEO this week, the bank reported a mixed set of...

Financial Results
25 July 2024

EFG International Posts Record Profits In H1 2024

EFG International has just released its half-year financial results for the first six months of...

People Moves
25 July 2024

Who’s Moving Where In Wealth Management? – 7IM, S64

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

Compliance
25 July 2024

European Compliance Watchdog Gives Jersey High Marks

MONEYVAL, a permanent monitoring body of the Council of Europe, which carries out assessments and...

WM Market Reports
25 July 2024

Higher, More Complex Wealth Fuels Demand For More Financial Relationships – Capgemini

Following the publication of its recent World Wealth Report, Capgemini talks to this publication...

Technology
25 July 2024

Digital Digest: The Latest Tech News – Iress, PlannerPal

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