People Moves
12 February 2024

Who's Moving Where In Wealth Management? – Quilter Investors, AXA IM, Others

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

People Moves
12 February 2024

Expansion-Minded Progeny Names Chief Financial Officer

The business has acquired almost 30 businesses, such as tax and financial advisors and accountancy...

Financial Results
9 February 2024

Canaccord Genuity WM Posts Positive Financial Results In 2023

Canadian-based Canaccord Genuity Wealth Management this week announced its financial results for...

Financial Results
9 February 2024

Pictet's Profits Down 25 Per Cent In 2023

The Swiss private banking group, which operates in multiple jurisdictions, this week released its...

People Moves
9 February 2024

NatWest Names New Wealth CEO

After a damaging episode last summer over the "de-banking" affair involving broadcaster and former...

People Moves
9 February 2024

GSB Makes Triple Hire

GSB Financial services group GSB continues the expansion of its global wealth and advisory...

New Products
9 February 2024

What’s New In Investments, Funds? – Schroders Capital, State Street Global Advisors

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

M and A
9 February 2024

Deals Of The Day: The Latest In Wealth Management M&A – Partners Capital, Kingswood, Baseplan

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

Awards
9 February 2024

EXCLUSIVE: Winners Of 11th Annual WealthBriefing Swiss Awards

The winners list continues the latest in a series of awards run by this news service’s publisher...

M and A
8 February 2024

Deals Of The Day: The Latest In Wealth Management M&A – Ocorian, Bovill

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