News, Comment & Analysis results for Archive

People Moves
24 July 2024

DWS Names New UK Country Officer

German asset manager DWS has brought in a manager to run UK-based operations, and she comes with a...

People Moves
24 July 2024

Who's Moving Where In Wealth Management – iCapital, Brooks Macdonald

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

Investment Strategies
24 July 2024

Eyes Focus On A Trump Presidency After Biden Leaves Election Race

After US president Joe Biden withdrew from this year’s presidential race over the weekend and...

People Moves
23 July 2024

Julius Baer Names New Chief Executive

As the Zurich-listed bank seeks to move on from recent adverse financial results, it has named the...

Technology
23 July 2024

UK Wealth Firm Signs Software Pact To Help US-Connected, Transatlantic Clients

Several UK-based firms specialise in offering US expats and those with US links access to financial...

New Products
23 July 2024

Verso IM Launches Verso Private Client

London-based Verso Investment Management expands investment offering. ...

Financial Results
23 July 2024

Half-Year Profits Rise Strongly At Swiss Private Bank UBP

As the second-quarter reporting season continued, the Swiss private banking group set out a broadly...

Investment Strategies
23 July 2024

Spotlight On Six Investment Themes To Watch – Lombard Odier

Swiss wealth and asset manager, Lombard Odier, has just released a publication entitled “rethink...

People Moves
23 July 2024

Who's Moving Where In Wealth Management? – Redington, Lowes Financial Management

The latest moves, appointments and personnel changes for wealth management and adjacent sectors in...

Wealth Strategies
22 July 2024

Markets Appear Calm After Biden Quits Re-Election Bid

The announcement – not entirely unexpected – that Joe Biden won't seek to win a second term of...

Comment & Analysis results for Archive