News, Comment & Analysis results for Archive

People Moves
9 May 2024

VP Bank Chief Executive Stands Down; Search For Successor Begins

Teh firm said it is now searching for a full-time replacement, and has named an interim CEO. VP...

People Moves
9 May 2024

Julius Baer International Adds To Team

The firm has named a head of cross-asset markets, UK, and added three senior figures as RMs, based...

Real Estate
9 May 2024

New Private Office For "Ultra-Prime" Real Estate Is Launched

The organisation says that part of its value proposition is tapping into an international network...

Uncategorised
9 May 2024

Who’s Moving Where In Wealth Management? – Isio, Apex Group, Arbuthnot Latham

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

M and A
9 May 2024

Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Wigmore Associates WM

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
8 May 2024

TrustQuay Viewpoint Names New CEO

The CEO, who had led the firm through a merger, stepped down last autumn – a new, permanent chief...

People Moves
8 May 2024

Who’s Moving Where In Wealth Management? – PortfolioMetrix, PineBridge Investments

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

Surveys
8 May 2024

UK Ageing Trend Produces More "Multi-Retiree" Families – Study

A new study looks at how retirement plans are expected to change. One trend appears clear: retirees...

WM Market Reports
8 May 2024

Talent Battle Vexes Family Offices, Many Lack NextGen Succession Plans

A study of family offices – almost of all of which are North American – sheds light on their...

Alt Investments
8 May 2024

Partners Group Scores Industry First With "Evergreen" ELTIF Structure

The launch is a coming together of "evergreen" or perpetual" fund structures and a European...

Comment & Analysis results for Archive