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...

New Office
9 October 2023

TriLake Partners Opens Office In Thailand

TriLake, an independent wealth manager established in 2011, is pushing into the Thailand wealth...

People Moves
9 October 2023

Quintet Private Bank Names Group Co-Head Investment, Head PM

The international investment specialist is joining Quintet’s Investment & Client Solutions team. ...

New Products
9 October 2023

What’s New In Investments, Funds? – Mirova

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

Family Office
9 October 2023

Senior Figure Departs Deutsche Bank

It has been a busy period for moves and appointments at Germany's largest banking group. ...

People Moves
6 October 2023

Who’s Moving Where In Wealth Management? – Bedell Crisin, Nuveen, Quilter Cheviot

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