M and A
10 February 2025

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

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

People Moves
10 February 2025

Who's Moving Where In Wealth Management? – Natixis, BPCE

The latest moves, appointments and personnel changes in the UK, Europe, and select international...

Compliance
10 February 2025

Singapore's Banks Face "Unprecedented" Onboarding Challenge – Study

The need for technology-driven KYC solutions and other compliance tasks appears more urgent than...

New Products
7 February 2025

What’s New In Investments, Funds? – St James’s Place

The latest news in investment offerings, financial products and other services relative to wealth...

People Moves
7 February 2025

Who’s Moving Where In Wealth Management? – FNZ, Lombard Odier IM, SimCorp

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
7 February 2025

Lombard Odier Prefers US Over EU, Emerging Market Equities In 2025

Geneva-headquartered global wealth and asset manager Lombard Odier has just published its latest...

Surveys
7 February 2025

New UBS Report Shows Entrepreneurs Upbeat About Business Prospects

Swiss private bank UBS has just published its first “Global Entrepreneur Report,” highlighting...

People Moves
7 February 2025

EFG Private Bank Names New UK Wealth Planning Head

EFG Private Bank, the UK-based private banking arm of Zurich-headquartered EFG...

Tax
7 February 2025

UK Competitiveness Faces Twin Threat Of Non-Dom, Visa Changes

Two changes – the end of the UK resident non-domicile system and the end of the old Tier 1...

Awards
7 February 2025

EXCLUSIVE: Winners Of 12th Annual WealthBriefing Swiss Awards

Here are the winners of last evening's awards ceremony in Geneva. ...