People Moves
20 February 2024

Who’s Moving Where In Wealth Management? – Boodle Hatfield

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

New Products
20 February 2024

What’s New In Investments, Funds? – 7IM, M&G, LGIM

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

People Moves
20 February 2024

Switzerland's Bonhôte Adds To Discretionary Team

The Swiss bank, which dates its origins back to 1815, has made a number of appointments in recent...

People Moves
20 February 2024

Citigroup's CCB Names New Hong Kong Head

The appointee has over 30 years of experience in the banking industry. ...

Statistics
19 February 2024

Certified Financial Planner Population Grows; US Advisors Expand

Separate figures for the RIA sector in the US, and the certified financial planner segment around...

Compliance
19 February 2024

Germany's Financial Regulator Tells Deutsche To Tighten Data Processing

The report concerns the banker's transaction-monitoring systems. ...

New Office
19 February 2024

Novia Global Targets Dubai

A number of banks and wealth managers have recently set up shop in the Gulf.   ...

New Products
19 February 2024

What’s New In Investments, Funds? – Kingswood

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

Financial Results
19 February 2024

Lombard Odier's AuM Holds Steady, Income Rose In 2023

The Geneva-headquartered group reports on its financial figures for 2023. ...

Strategy
19 February 2024

Van Lanschot Kempen Favours Japanese Over US, European Equities In 2024

Joost van Leenders, senior investment strategist at Netherlands-headquartered wealth manager...