New Products
10 October 2023

Quilter Enhances Advisor Platform

The firm said it is giving advisors using its platform the freedom to co-brand on it. ...

Strategy
10 October 2023

Wealth Managers Mull Case For Upgrading UK, European Equities

RBC Wealth Management, together with other investment houses, discuss the case for upgrading a...

People Moves
10 October 2023

TEMIT Names Chairman-Elect

The non-executive director and chairman-elect will replace the current chairman who will retire at...

M and A
10 October 2023

Summary of Wealth Management M&A – June, July And August 2023

A round-up of corporate and M&A deals that affected wealth managers and private banks in the EMEA...

New Products
10 October 2023

What’s New In Investments, Funds? – Nomura Asset Management

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

People Moves
10 October 2023

Julius Baer Hires Two Senior UBS Figures Amid Boardroom Reshuffle

There have been a series of planned arrivals, appointments and departures at the Swiss banking...

Wealth Strategies
10 October 2023

The Israel Attacks: Early Thoughts, Reactions

Wealth managers have much to think about regarding the grim scenes from Israel.  ...

Strategy
9 October 2023

Putting Sustainability At The Core Of Strategy – In Conversation With Lombard Odier

This news service recently spoke to Lombard Odier's Duncan MacIntyre in London for a wide-ranging...

Strategy
9 October 2023

Exclusive: There Are Still Opportunities In China – UK's Somerset Capital

Mark Williams, portfolio manager of Somerset Capital Management’s Asia Income Fund and Emerging...

People Moves
9 October 2023

Amundi Announces C-Suite Changes

The France-headquartered firm has €1.95 trillion of assets, giving it considerable influence in...