People Moves
26 May 2023

Who’s Moving Where In Wealth Management? – CISI, Schroders, Others

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

Strategy
26 May 2023

Baillie Gifford Smiles On Emerging Markets

Experts at Scottish-based investment manager Baillie Gifford discuss with WealthBriefing where...

Strategy
26 May 2023

OPINION OF THE WEEK: Changing Face Of Talent Management

We are talking to a number of wealth managers about the way that the role of advisors, bankers,...

Surveys
26 May 2023

Gen Z Investing Early – Survey

CFA Institute, a global organisation of investment professionals, and the FINRA Foundation, a...

M and A
26 May 2023

UBP Targets Japan

The Swiss private banking group strengthens its presence in Japan, as part of its expansion in the...

People Moves
26 May 2023

JP Morgan Creates New Private Banking US Regions

The US private bank is forming new "region" groups for parts of the country that have shown rapid...

Strategy
26 May 2023

WEALTH TALK: Helping Advisors Achieve Independence, Success

...

People Moves
25 May 2023

Lombard Odier Names Israel Market Head

The new appointee has served in roles at a large family office, Credit Suisse, Citibank and...

M and A
25 May 2023

TrustQuay, Viewpoint Wrap Up Merger

The transaction is an example of the kind of M&A activity that goes on in all parts of the world's...

Financial Results
25 May 2023

Kingswood Profits And AUM/M Up In 2022

This week, London-listed Kingswood Holdings, an international wealth and investment management...