News results for Archive

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...

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...

People Moves
9 October 2023

Amundi Announces C-Suite Changes

The France-headquartered firm has €1.95 trillion of assets, giving it considerable influence in...

9 October 2023

Exclusive: There Are Still Opportunities In China – UK's Somerset Capital

Mark Williams, portfolio manager of Somerset Capital Management’s Asia Income Fund and Emerging...

Comment & Analysis results for Archive

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...

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...

28 October 2020

WEALTH TALK: Focus On Third-Quarter Bank Results

We talk about what the third-quarter bank results from the US and certain other countries are...

27 October 2020

WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Brazil, Asset Forfeiture

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

23 October 2020

WEALTH TALK: Focus On WealthBriefing's European Awards

Here is our latest Wealth Talk video. The subject is the recently published list of winners of the...

Company Profiles
21 October 2020

Tracking Investors' Dance Moves To Deliver More Alpha

Harnessing insights from behavioural finance, and drawing ideas from sports and other fields, a...

Alt Investments
20 October 2020

The Alternative Credit Markets Explained

There is money to be made in the alternative credit markets while more conventional ones face...

13 October 2020

EDITORIAL COMMENT: We Need To Talk About Risks

This news service is looking at risk management and how and why the wealth industry should learn...