New Products
26 July 2023

Putting Wealth Clients In Investment Driver's Seat At UBS

The bank talked about how its UBS My Way offering is a new way to engage with HNW clients, build...

People Moves
26 July 2023

Who’s Moving Where In Wealth Management – Close Brothers, Ocorian

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

Fund Management
26 July 2023

European Funds Smile On Japan's Business, Economic Prospects

One of the – not always loud – financial stories of 2023 so far has been the strong performance...

Surveys
26 July 2023

US Market Better Positioned Than Europe, China In 2023 – Natixis IM

The Natixis Centre for Investor Insight, a global research initiative focused on issues shaping...

Financial Results
26 July 2023

UK's Evelyn Partners Delivers Strong Organic Growth In 2023

Wealth manager Evelyn Partners has just released its unaudited interim financial results for the...

Compliance
26 July 2023

NatWest CEO Resigns Amid Coutts "De-Banking" Saga

The departure of the CEO shows how removing an account from the political and media figure has...

People Moves
25 July 2023

JTC Makes Senior Swiss Hire

Jersey-based JTC, a global professional services business specialising in fund, corporate and...

People Moves
25 July 2023

Who’s Moving Where In Wealth Management – Natixis, JM Finn

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

Surveys
25 July 2023

Most UK Advisors Predict No Fee Rises From Consumer Duty

An important new regime that requires advisors and other financial firms to itemise and measure...

Wealth Strategies
25 July 2023

Schroders Urges Investors To Position For Opportunities Amid A Slowdown

Rising interest rates and a less certain business climate have taken the shine off private assets...