People Moves
24 March 2023

Who’s Moving Where In Wealth Management? – BNY Mellon IM, Saffery Champness, Others

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

People Moves
24 March 2023

Senior Asia Banker Joins Credit Suisse's Wealth Arm

Even as Credit Suisse becomes absorbed into UBS after the takeover announced at the weekend, the...

Banking Crisis
24 March 2023

OPINION OF THE WEEK: Credit Suisse's Demise Puts Focus Back On Liquidity, Strength

I take a look at some of the implications of the Credit Suisse story, and what it means in terms of...

New Office
24 March 2023

J Stern & Co Opens New York Office

Opening a New York office is in some ways a return to an important part of the firm's history. ...

Investment Strategies
24 March 2023

Investment Managers React To US Federal Reserve Interest Rate Hike

After a two-day meeting, this week the Federal Open Market Committee voted to raise the federal...

Banking Crisis
24 March 2023

Don’t Blame Venture Capitalists For SVB's Collapse

Better decision-making processes, not railing against venture capitalists, are some of the lessons...

Asset Management
23 March 2023

It's Safer To Be In Bonds – Franklin Templeton

Bonds have traditionally been seen as a steady source of income for investors, but fixed income was...

M and A
23 March 2023

Deals Of The Day: The Latest In Wealth Management M&A – First Sentier Investors, AlbaCore

The latest M&A deals in wealth and asset management. ...

People Moves
23 March 2023

Indosuez Wealth Management Makes Three Senior Appointments

All three hires come with strong CVs and considerable industry experience. ...

New Products
23 March 2023

What’s New In Investments, Funds – Guinness Ventures

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