M and A
9 February 2023

Deals Of The Day: The Latest In Wealth Management M&A – Evelyn Partners, Investec

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
9 February 2023

Summary Of Global Moves In Wealth Management – December 2022

The latest roundup of moves in senior wealth management roles around the world during December...

M and A
9 February 2023

Acquisition-Hungry FNZ Targets Luxembourg

The firm said the acquisition enhances its end-to-end wealth management platform, providing access...

Financial Results
9 February 2023

Weaker Markets Cut Vontobel's AuM, Earnings

The firm pointed out that the AuM figure had fallen from what had been a record in 2021. It...

Financial Results
9 February 2023

Credit Suisse Reports Q4 Loss, Outflows; Continues Business Restructure

Among the highlights of the announcement today was a move to continue the planned "carveout" of the...

New Products
8 February 2023

What’s New In Investments, Funds? – BNP Paribas

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

Investment Strategies
8 February 2023

Geneva-Based Apricus Finance "Moderately Positive" In Outlook, Negative On Stocks

The past year saw the end of a number of assumptions, and 2023 is one about which Geneva-based...

New Products
8 February 2023

Asian Digital Wealth House Opens Access To Bridgewater Offerings

The platform has added more than a hundred funds to its range, including strategies overseen by...

People Moves
8 February 2023

Hampden & Co Makes Two C-suite Appointments

The bank said that it was starting 2023 in a very strong position, with an exceptional team. ...

People Moves
8 February 2023

Who’s Moving Where In Wealth Management? – BCB Group, Saffery Trust (Cayman)

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