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

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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...

ESG
25 May 2023

Lombard Odier IM Launches Future Electrification Strategy

Lombard Odier IM capitalises on the move towards a clean energy system to fight climate change.  ...

Strategy
25 May 2023

UK Inflation Declines By Less Than Expected – Reactions

After the UK inflation rate dropped by less than expected last month, investment managers discuss...

People Moves
25 May 2023

C-Suite Departures At Vontobel

Both the CEO and COO have been at the helm for many years and have made major contributions to the...

Strategy
25 May 2023

Wealth Management To Shine In Mediobanca's Future Strategy

The Italian banking group has set out its 2023 to 2026 strategy, giving prominence to the wealth...