People Moves
3 July 2025

Etops Names Former Avaloq Senior Figure As CFO

The holder of the C-suite role at the Swiss firm has worked at Avaloq and B-Source SA. ...

M and A
3 July 2025

China's Fosun Completes German Private Bank Sale, Retains "Highly Valuable" Asset Servicing Business

Hauck Aufhäuser Lampe Privatbank was bought by Fosun back in 2016, and the Chinese group, which...

Alt Investments
3 July 2025

As Private Market Investing Remains Hot, Consider The Unit-Linked Insurance Model – Utmost

Insurance policies with a wealth management angle come in a variety of names, and the unit-linked...

Awards
3 July 2025

Nominations Open For WealthBriefing Swiss EAM Awards 2026

Part of a global programme from the publisher of this news service, the Swiss external asset...

Investment Strategies
3 July 2025

Spotlight On UK Investment Opportunities – Ninety One

Anglo-South African asset manager Ninety One discusses investment opportunities across the UK...

People Moves
2 July 2025

Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Evelyn Partners, Others

The latest moves, appointments and personnel changes among wealth management and related...

People Moves
2 July 2025

EFG Appoints Americas CIO, Deputy Chief Executive For Miami RIA Business

The new CIO for the Americas will continue to be based in Miami, the Zurich-listed group said. ...

New Products
2 July 2025

What’s New In Investments, Funds? – Citi Wealth, Allfunds

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

Legal
2 July 2025

Standard Chartered Says 1MDB Lawsuit "Without Merit"

A legal case in Singapore has been brought against the UK banking group over a case linked to the...

Compliance
2 July 2025

As New UK "Failure To Prevent Fraud" Law Looms, How Ready Are Firms?

With just under two months to go, a new UK law is about to take effect that will punish firms...