People Moves
25 June 2024

Who’s Moving Where In Wealth Management? – First Sentier Investors, Rathbones AM, Others

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

M and A
25 June 2024

Merger-Enlarged TrustQuay Has Brand Makeover

The expanded firm has more than 600 international firms as clients. ...

People Moves
25 June 2024

Brooks Macdonald Names New CEO

The move comes after the current CEO decided to retire after 22 years with the group. ...

Alt Investments
24 June 2024

Emerging Market Hedge Fund Gains Accelerate Through May – HFR

Among other figures, data showed that assets under management in the emerging market hedge fund...

M and A
24 June 2024

ABN AMRO Eyes Another German Private Bank Purchase – Media

Europe's largest economy is an important wealth sector, and several banking groups see it as a...

New Products
24 June 2024

What’s New In Investments, Funds? – Invesco

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

Tax
24 June 2024

UK Inheritance Tax Receipts Keep Rising – Reactions

Wealth managers react to latest figures from HM Revenue and Customs, showing another rise on the...

People Moves
24 June 2024

Indosuez WM Names New Hong Kong Branch Chief Executive

The new CEO, who will be taking up the role from the beginning of September, has been at the...

Company Profiles
24 June 2024

BNY Pershing Sets Out EMEA Revenue Ambitions

The wealth management sector is evolving, and the US-headquartered firm, with operations in regions...

Compliance
24 June 2024

Caribbean Jurisdiction Tightens Golden Visa Due Diligence

Such measures are signs of how certain jurisdictions operating these programmes have been under...