People Moves
18 July 2023

Coutts Bolsters Business With New Head Of Financial Planning

With this newly-created role, the bank is seeking to deepen its relationships with clients and...

Fund Management
17 July 2023

Europe's Universal Investment Eyes Farther Shores, Expansion Continues

Here's a brief conversation with a European fund management services business with deep roots in...

Alt Investments
17 July 2023

What’s New In Investments, Funds? – Invesco

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

People Moves
17 July 2023

Gresham House Expands Institutional Team To Drive Growth

The latest moves and appointments at Gresham House, a specialist alternative asset manager and one...

Financial Results
17 July 2023

JP Morgan's Wealth, Asset Management Net Income Rose In Q2

In customary fashion, JP Morgan fired the starting gun in the quarterly reporting season,...

Financial Results
17 July 2023

Net Income Slips At Citigroup's Personal Banking, Wealth Management Arm

A variety of forces reduced the net income figures at the US bank's personal and wealth management...

Surveys
14 July 2023

Most Over-55s Haven't Prepared Wealth Transfer Plans – Report

UK wealth manager St James's Place released new research this week looking at what steps people...

People Moves
14 July 2023

Who’s Moving Where In Wealth Management – Evelyn Partners, Squircle Capital, Others

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

White Papers
14 July 2023

Artificial Intelligence Could Render Universal Price Level "Meaningless" – UBS

As debate continues as to what AI means for global economics and investment, the world's largest...

M and A
14 July 2023

GAM's Largest Shareholder Gives Green Light To Takeover

The Silchester group has held a stake in GAM Holding since 2011. Its approval of the transaction...