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...

Financial Results
2 February 2024

Wealth, Asset Management Pre-Tax Income Falls At BNP Paribas After Strong 2022 Result

A boost to figures for 2022 meant that the 2023 figures for wealth and asset management showed a...

Strategy
2 February 2024

BoE Keeps Rates Unchanged – Wealth Managers React

After the Bank of England kept interest rates unchanged on Thursday, investment managers discuss...

New Office
2 February 2024

JM Finn Targets Winchester

Combined with the benefit of technology, the new office will improve the firm's connectivity and...

People Moves
2 February 2024

UK's Ascot Lloyd Seeks New CEO

The firm, which has grown rapidly and carried out a number of M&A deals, now oversees more than...

New Products
2 February 2024

Schroders Personal Wealth To Launch Platform

The new platform is due to be launched this summer, with a client app planned for the second...

People Moves
2 February 2024

Brooks Macdonald Names Co-Chief Investment Officers

The UK firm has decided to split the CIO role among two of its senior investment figures following...