Company Profiles
7 July 2025

Lloyds Banking Group's "Crossover" Wealth Formula

We recently caught up with the head of asset and wealth managers at the bank about the benefits,...

New Products
7 July 2025

Franklin Templeton, IE University, OpenWealth Launch Family Office Hub

The academic and business platform aims to blend academic research with practical insights to help...

People Moves
7 July 2025

Who's Moving Where In Wealth Management? – DWS, LAVA Advisory Partners

The latest moves, appointments, and personnel changes in the UK, Europe, Middle East and select...

People Moves
4 July 2025

JP Morgan Private Bank Appoints Global Chief Executive

The global title adds to the US private bank leadership role that the executive already holds. JP...

Legal
4 July 2025

What's Matrimonial Wealth And What's Not – Implications From The Standish Case

In one of the most anticipated divorce law rulings in the UK for many years, lawyers consider the...

People Moves
4 July 2025

Brown Shipley Names New North Regional Head

UK wealth manager Brown Shipley, part of Quintet Private Bank (Europe), a group of boutique private...

People Moves
4 July 2025

Vistra Names New CEO

Hong Kong-headquartered Vistra, a provider of essential business solutions that help organisations...

People Moves
4 July 2025

UBS Makes Senior Changes In North Asia, Hong Kong

The Swiss bank has made a number of top-level changes in the region. ...

Alt Investments
4 July 2025

Private Markets, Direct Investing And Supply Chains – An Interview With Leon Capital Group

Almost a year on since Leon Capital Group hooked up with New York-headquartered tech platform...

People Moves
3 July 2025

J Stern & Co Opens Frankfurt Office

The investment firm, with its strong European ties that go back more than two centuries, is...