New Products
5 September 2023

Saffery Champness Refreshes Brand

The rebrand will bring together the firm’s three core operating businesses across international...

M and A
5 September 2023

New Investment Opportunities Soar In Aviation – AIP Capital

An investment firm has been built to exploit the opportunities it sees in an aviation industry...

New Products
4 September 2023

What's New In Investments, Funds? – BNY Mellon IM, First Trust

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

People Moves
4 September 2023

Who's Moving Where In Wealth Management? – LindemannLaw, Treble Peak

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

M and A
4 September 2023

Deals Of The Day: The Latest In Wealth Management M&A – Hawksford, Evelyn, Dart

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
4 September 2023

Julius Baer Foundation Names Ex-Credit Suisse Figure As New CEO

Besides a career at Credit Suisse, the new CEO is a founder of an impact finance initiative. ...

Strategy
4 September 2023

Focus On Four Investment Strategies – Schroders

Investors have headed in their droves into cash, money market and government bonds in 2023 amid...

Surveys
4 September 2023

UK Retirement Age Should Drop – Survey

This new survey reveals, among other factors, that it is now harder to retire comfortably in the UK...

Technology
4 September 2023

Middle East: The "Next Major Digital Frontier Market," Says UBS

The Swiss bank and wealth manager takes a look at the region's technology sector and it's...

Compliance
1 September 2023

OPINION OF THE WEEK: Time For A “PEP Talk”

While some of the immediate heat has gone from the story, the implications for compliance and...