M and A
13 December 2022

Benchmark Takes Stake In UK Wealth Manager

The latest moves and acquisitions at Benchmark Capital, a provider of financial planning solutions...

Uncategorised
13 December 2022

Falling Markets Increase Expected Impairment On Asset Manager – Julius Baer

With markets having taken a toll on actively-managed funds, the Swiss bank has warned that it will...

People Moves
12 December 2022

Summary Of Global Wealth Management Executive Moves – September 2022

September was a busy month for moves and hires in countries such as the UK, where, for example, the...

People Moves
12 December 2022

Shard Capital Appoints New CFO

The latest moves and appointments at Shard Capital, a London-based wealth and asset manager.  ...

Art
12 December 2022

Julius Baer Explores "Megatrends" With New Programme

Banks and wealth managers need to wrestle with such megatrends in order to understand potential...

Asset Management
12 December 2022

Bonds are back – Schroders

Schroders, a London-based asset manager, held a Crystal Ball 2023 Outlook this week, with...

M and A
12 December 2022

Deals Of The Day: The Latest In Wealth Management M&A – IQ-EQ, Laven Compliance, Mourant

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

Strategy
12 December 2022

Citi Warns Against Sitting On Cash In 2023 

Citi Global Wealth Investments has just released its Wealth Outlook 2023 report, providing insights...

Fund Management
9 December 2022

Guinness To Launch China-Focused Fund

Sharukh Malik, portfolio manager, Asian & Emerging Markets, at Guinness Global Investors discusses...

Investment Strategies
9 December 2022

Beijing's Easing Of Covid Controls Points To Brighter Market, Business Outlook

As China moves to liberalise its strict "zero-Covid" policy, the author of these comments argues...