M and A
10 July 2023

Liontrust Shareholders Approve GAM Acquisition

The proposed takeover by the UK firm of the Zurich-listed business moved a step closer last...

People Moves
10 July 2023

UBS Makes Raft Of Senior Wealth Leadership Changes

The changes affect business in Singapore, Hong Kong, Greater China, India, and Australia. ...

Surveys
10 July 2023

Global Asset, Wealth Managers Embrace Tech To Win

PwC has just released its 2023 Global Asset and Wealth Management Survey, to assess the...

Strategy
10 July 2023

Focus On Investment Opportunities In Japan, UK – Orbis Investments

Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, discusses why the UK is an...

Awards
10 July 2023

Nominations Open For 12th Annual WealthBriefing Awards

Those interested in entering the awards programme can now do so. ...

New Products
7 July 2023

What’s New In Investments, Funds? – UBS AM

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

People Moves
7 July 2023

Who’s Moving Where In Wealth Management – Brooks Macdonald, Ocorian, Others

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

Compliance
7 July 2023

OPINION OF THE WEEK: Politically-Exposed Persons And "De-Banking"

The idea of the "Politically-Exposed Person" is not a familiar one to the broad public but that...

Compliance
7 July 2023

Compliance Corner: FCA Meets UK Banks Over Savings Rates

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

Compliance
7 July 2023

FCA Review Suggests Long-Term Asset Fund Not Yet Retail-Ready – Comment

The UK watchdog issued a report this week saying that asset managers must be better at managing...