Banking Crisis
12 June 2023

UBS, Swiss Government Sign Loss Protection Agreement Over Credit Suisse

The LPA is part of the process through which the Swiss state has backed the takeover of Credit...

People Moves
12 June 2023

Veteran UBS Figure Joins Independent Wealth Firm

The new MD of the independent wealth firm is based in Singapore and brings three decades'...

People Moves
9 June 2023

Summary Of Senior Moves In Global Wealth Management – April 2023

The spring continued to be a strong period for moves and appointments in the wealth sector that was...

Technology
9 June 2023

Digital Digest: The Latest Tech News – intelliflo, SS&C Technologies, Integral, C Hoare & Co

The latest technology news in the wealth management sector from around the world. ...

ESG
9 June 2023

Focus On Investment Opportunities In Africa's Green Economy

As investment steps up in Africa, Tarek Zouari, managing partner and founder of Exco Tunisia, a...

Strategy
9 June 2023

GCC Family Offices Must Adapt, Manage Complex Needs To Succeed

This article – part of a series – looks at the complex requirements for family offices in the...

Compliance
9 June 2023

Swiss External Asset Manager Gets Canada Seal Of Approval

An example of the continued vigour and variety in the Swiss external asset management space. ...

M and A
9 June 2023

Investor Group Requests EGM After Liontrust-GAM Takeover Move

A group of shareholders, unhappy about the proposed takeover of GAM by Liontrust, have called for...

Market Research
8 June 2023

Nearly Half UK Adults Aged 35-59 Fret Over Parents’ Finances – Report

The report finds that the reluctance to communicate about personal finances across generations,...

New Products
8 June 2023

SG Kleinwort Hambros Launches Client Proposition For Entrepreneurs

With entrepreneurs making up 35 per cent of the firm’s client base, the initiative aims to...