People Moves
6 February 2024

JTC Names New UK And Ireland Head For Institutional Client Services

The latest moves and appointments at global professional services provider JTC, which has expertise...

Tax
6 February 2024

IHT Top Concern For Wealthy Individuals – RBC WM

New research released this week by RBC Wealth Management (part of the Royal Bank of Canada) looks...

Wealth Strategies
6 February 2024

Pictet Raises Equities Exposure, Cuts Cash

The Swiss firm says conditions – at least in the coming weeks – bode well for a blend of higher...

Strategy
6 February 2024

Diversification Key In Investors Portfolios In 2024 – Janus Henderson

Adam Hetts, global head of multi-asset, and Oliver Blackbourn, portfolio manager, at London-based...

Family Office
5 February 2024

Talent, Pay And Work: Family Offices Under Microscope

The family offices study was based on responses from 347 firms around the world. ...

People Moves
5 February 2024

Evelyn Partners Names New Chief Asset Management Officer

The new appointee has a broad remit which will also involve acting as a key spokesperson for Evelyn...

Financial Results
5 February 2024

Deutsche's Private Banking Revenues Rise

The Frankfurt-listed lender, operating in multiple regions of the world, said its overall pre-tax...

Technology
5 February 2024

Digital Digest: The Latest Tech News – Temenos, Wealth Dynamix

The latest technology news in the wealth management sector from around the world. ...

New Products
5 February 2024

Deals Of The Day: The Latest In Wealth Management M&A – Progeny, Chartered WM

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

New Products
5 February 2024

UK Wealth Advisor Launches “PlanHappy” Service

The offering is designed to help guide and coach financial planning professionals at a time of...