People Moves
12 June 2024

Who's Moving Where In Wealth Management? – The Investor Forum, Harneys Fiduciary, 7IM

The latest moves, appointments and personnel changes in the wealth management sector in the UK,...

New Office
11 June 2024

International Wealth Boutique Opens Geneva Office

Covering a range of practice areas, from M&A to wealth management, the business has more than $1...

People Moves
11 June 2024

Change At Top For State Street In Europe

Before joining the US-listed and headquartered group in 2021, this individual worked at UBS for...

Company Profiles
11 June 2024

Equity Bank Bahamas Positions For Jurisdiction's Resurgence

The Caribbean jurisdiction has seen its ups and downs, and now appears to be on a growth...

Statistics
11 June 2024

Private Client Investors Unruffled By UK Elections, Geopolitics – So Far

This is a busy year for elections, and with the UK and US polls due in coming weeks and months, it...

People Moves
11 June 2024

Who’s Moving Where In Wealth Management? – Allspring, Evelyn Partners, Others

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

New Products
10 June 2024

What's New In Investments, Funds? – P1 Investment Services, Firenze

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

Alt Investments
10 June 2024

Hedge Funds Score Robust Gains In May

These investment entities, which remain important parts of the private banking and wealth jigsaw...

Banking Crisis
10 June 2024

Bondholders Sue Switzerland Over Credit Suisse Bonds

The lawsuit is taking place in New York because this is where the AT1 bonds were registered,...

Wealth Strategies
10 June 2024

Pictet AM Increasingly Seeks Alpha In More "Normal" Markets

As the half-way point of 2024 approaches, a number of private banks and wealth houses are updating...