News, Comment & Analysis results for Archive

New Office
26 September 2023

Recently-Founded MEUM Opens London Office

Founded in 2022, MEUM’s goal is to transform the traditional model of delivering professional...

People Moves
26 September 2023

Quintet Private Bank Names New Group Chief Operating Officer

The new group COO has spent many years as the trusted partner of prominent wealth managers...

ESG
25 September 2023

The ESG Phenomenon: Oxford Risk Study

The latest developments in the ESG space. ...

Technology
25 September 2023

London & Capital Agrees Addepar Deal

The London-based firm, operating in a number of locations, has agreed to use the tech firm's...

People Moves
25 September 2023

HSBC AM Names Head Of UK Credit Solutions

London-based HSBC Asset Management, the investment management business of the HSBC Group, makes...

People Moves
25 September 2023

Julius Baer Hires Ex Credit Suisse Bankers

Swiss private bank Julius Baer makes senior hires to expand its Iberian, Middle East and African...

Compliance
25 September 2023

Barclays Tells UK Expat Retail Clients Their Accounts Will Close

The UK lender's intention to close accounts applies to retail clients living abroad and doesn't...

People Moves
22 September 2023

Who’s Moving Where In Wealth Management – Dillon Eustace, Close Brothers AM, Others

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

New Products
22 September 2023

What's New In Investments, Funds? – BNY Mellon IM, Astanor Ventures

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

Surveys
22 September 2023

Accountants, Financial Advisors Concerned About Clients’ Ability To Pay Tax Bills – Study

The economy and its impact on companies is cited as the main reason for tax payment difficulties,...

Comment & Analysis results for Archive