Financial Results
15 January 2024

Citigroup Books Q4 2023 Loss, Private Bank Revenues Dip

The US bank's CEO said the results, brought about by a number of factors, were "very...

Strategy
15 January 2024

Investment Managers React To UK GDP Climb

After UK gross domestic product rose by more than expected in November, following a drop in...

New Office
12 January 2024

EFG Expands in Switzerland

Swiss global private bank EFG International opens new Swiss offices. ...

Legal
12 January 2024

OPINION OF THE WEEK: UK's Post Office Scandal Is Warning For Wealth Sector

The editor briefly considers how a massive miscarriage of justice in the UK linked to the...

Compliance
12 January 2024

SEC Approves Bitcoin ETFs But Doesn't Uncork Champagne

While the chair of the regulator was careful to stress the risks of bitcoin in the wider sector,...

People Moves
12 January 2024

Julius Baer Names Ex-Credit Suisse Figure For New Southeast Asia Role

The Swiss private bank has made the point that Asia-Pacific is its second "home" market. ...

People Moves
11 January 2024

Outsourced CIO Firm Makes Senior Promotions

The organisation, founded in 2001, operates worldwide. It provides outsourced chief investment...

Strategy
11 January 2024

JP Morgan AM Pushes Further Into Thailand Market

A number of wealth management firms and private banks have set up store in the country to capture...

Strategy
11 January 2024

PIMCO Smiles On Bonds In Uncertain Times

The views of the firm, with $1.74 trillion in AuM at the end of December, carry weight. ...

M and A
11 January 2024

Boston Multi-Family Office Completes Isle Of Man Deal

The deal demonstrates how M&A has been a feature of the world's fiduciary, trusts and...