Financial Results
1 March 2023

Profits Rise At J Safra Sarasin Group; AuM Drops On Weaker Markets

Profits rose last year but assets under management were unable to escape the effects of the global...

People Moves
28 February 2023

Who’s Moving Where In Wealth Management? – Progeny, Burgess Mee Family Law, Others

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

New Products
28 February 2023

What's New In Investments, Funds? – Spex Capital

The latest news on investment offerings, financial products and other services relevant to wealth...

People Moves
28 February 2023

Standard Chartered Makes Asia-Pacific Leadership Changes

The UK-listed bank has announced a set of leadership and senior position changes in a number of...

People Moves
28 February 2023

Nuveen Raises European Game

The new senior figure joined the firm in 2016 and has served in a number of senior roles at the...

Technology
28 February 2023

Succession Wealth Cybersecurity Story Reinforces Threat Risks

The UK wealth management group hasn't elaborated on the details of how its business was targeted....

Technology
28 February 2023

How Blockchain, Digital Assets Change Wealth Management

We talk to a UK-based investment firm focusing on areas being affected heavily by regulation –...

Philanthropy
28 February 2023

Stonehage Fleming Supports UK University's Students

As part of the move, one of the MFO's board members has been installed as Chancellor of the...

People Moves
28 February 2023

Cambridge Associates Adds Senior Managers

Both senior appointees have decades of financial sector experience under their belts. ...

M and A
28 February 2023

LGT Agrees To Buy UK, Jersey Discretionary Fund Business

The transaction values the business at £140 million and takes the form of a share deal. ...