People Moves
23 December 2022

C-Suite Changes At Banco Santander

The Spanish banking group has made a number of top-level appointments in Europe and across the...

People Moves
22 December 2022

Who's Moving Where In Wealth Management? - Druces

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

Strategy
22 December 2022

The Era Of The Independent Relationship Manager Is Here

While existing well-known institutions can still serve the purpose of providing highly regulated...

Strategy
22 December 2022

Cazenove Capital Cautious On Equities In 2023

Christopher Lewis, head of investment strategy at wealth manager Cazenove Capital, part of the...

New Products
22 December 2022

What's New In Investments, Funds? - Pictet Asset Management

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

Strategy
22 December 2022

Infrastructure Earnings Look Better Protected In 2023 - Clearbridge

Charles Hamieh, Nick Langley and Shane Hurst at ClearBridge Investments discuss the outlook for...

M and A
22 December 2022

Deals Of The Day: The Latest In Wealth Management M&A – Allfunds

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

M and A
22 December 2022

Switzerland's Cité Gestion Inks MFO Merger

While not strictly related, the merger comes at a time of upheaval and change in Switzerland as the...

People Moves
21 December 2022

Who's Moving Where In Wealth Management? – Brooks Macdonald, RBC Brewin Dolphin

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

Legal
21 December 2022

Acting For Vulnerable Clients: Best Practice For Advisors

As the authors of this article say, professional advisors should have capacity and vulnerability...