News results for Archive

People Moves
10 October 2023

Julius Baer Hires Two Senior UBS Figures Amid Boardroom Reshuffle

There have been a series of planned arrivals, appointments and departures at the Swiss banking...

New Products
10 October 2023

What’s New In Investments, Funds? – Nomura Asset Management

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

M and A
10 October 2023

Summary of Wealth Management M&A – June, July And August 2023

A round-up of corporate and M&A deals that affected wealth managers and private banks in the EMEA...

People Moves
10 October 2023

TEMIT Names Chairman-Elect

The non-executive director and chairman-elect will replace the current chairman who will retire at...

Strategy
10 October 2023

Wealth Managers Mull Case For Upgrading UK, European Equities

RBC Wealth Management, together with other investment houses, discuss the case for upgrading a...

New Products
10 October 2023

Quilter Enhances Advisor Platform

The firm said it is giving advisors using its platform the freedom to co-brand on it. ...

Family Office
9 October 2023

Senior Figure Departs Deutsche Bank

It has been a busy period for moves and appointments at Germany's largest banking group. ...

New Products
9 October 2023

What’s New In Investments, Funds? – Mirova

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

People Moves
9 October 2023

Quintet Private Bank Names Group Co-Head Investment, Head PM

The international investment specialist is joining Quintet’s Investment & Client Solutions team. ...

New Office
9 October 2023

TriLake Partners Opens Office In Thailand

TriLake, an independent wealth manager established in 2011, is pushing into the Thailand wealth...

Comment & Analysis results for Archive

WM Market Reports
2 December 2020

EXCLUSIVE: New Research Makes Data Protection Pressures Clear - Part 1

The EU’s General Data Protection Regulation came into force two-and-a-half years ago, yet wealth...

Compliance
24 November 2020

WEALTH TALK: Where Fine Art And AML Meets

This is the sixth edition of a video series by this news service in partnership with international...

Asset Management
23 November 2020

What's On Swiss EAMs' Menu Over Coming Years

This news service takes another look at external asset managers in Switzerland and the forces...

Technology
16 November 2020

WEALTH TALK: Focus On Finantix - Latest Developments

This news service recently caught up with Finantix founder and director Alessandro Tonchia. ...

M and A
13 November 2020

Asia's Singlife Sees Big Wealth Management Market Potential

In September, Singapore's Singlife said that it intended to merge with Aviva Singapore, and this...

Client Affairs
10 November 2020

WEALTH TALK: Exploring Cross-Border Reputation Management

This is the fifth edition of a video series by this news service in partnership with international...

Awards
6 November 2020

WEALTH TALK: Focus On WealthBriefing's Swiss External Asset Manager Awards 2020

Here is the latest in our Wealth Talk video series. This video highlights our EAM awards programme...

Awards
5 November 2020

WEALTH TALK: Focus On WealthBriefing's MENA Region Awards 2020

We talk about the forthcoming MENA region awards, happening in person, on 9 November in Dubai. ...

Asset Management
2 November 2020

Big Changes Come For Swiss EAMs; Future Looks Positive

The industry is going through a number of major changes, some of them due to domestic Swiss...

Client Affairs
30 October 2020

WEALTH TALK: Focus On Tax, Estate Planning Scramble Pre-US Elections

In this video, we discuss the kind of workload US wealth managers must contend with in the days...