People Moves
25 July 2022

Credit Suisse Reshuffles Leadership In Western Switzerland

The bank announced a number of appointments for the Romande region of the country. ...

Technology
25 July 2022

Rabobank Chooses InvestCloud's Digital Financial Planning

As digitalisation of financial services proceeds apace, this deal is yet another example of how the...

Asset Management
25 July 2022

Investment Opportunities In Asia – Columbia Threadneedle Investments

As inflationary pressures and the invasion of Ukraine dominate the headlines, Anthony Willis and...

People Moves
25 July 2022

More Than 100 Promotions At JTC

JTC, a global institutional and private client service provider, has made more than 100 promotions...

Financial Results
25 July 2022

Change At Top Of EFG International; Group's Underlying Profit Rose In H1

As with many other financial institutions reporting results, AuM was hit by the fall to global...

Financial Results
25 July 2022

Julius Baer's H1 2022 Profits Fall, Affected By Provisions

Provisions for an old litigation case affected expenses and hence the headline results. A drop in...

Client Affairs
22 July 2022

Exclusive: Increasing Investment Opportunities In 2022 – Alpha Blue Ocean

As Alpha Blue Ocean, an alternative finance specialist family office, celebrates its fifth...

Industry Surveys
22 July 2022

Recession Is Inevitable This Year – Natixis Survey

The Natixis Center for Investor Insight has released a mid-year survey, revealing that recession...

People Moves
22 July 2022

Who's Moving Where In Wealth Management? – Canaccord Genuity Wealth Management, Chase Buchanan Wealth Management, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

M and A
22 July 2022

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

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