People Moves
5 July 2022

Credit Suisse Names New Head For Alpine State

The new CEO of the bank's Swiss business has been at the organisation for almost three decades,...

Awards
4 July 2022

Launch Of Third Swiss WealthBriefing EAM Awards

The third annual cycle of the awards programme is going ahead, culminating in a gathering in Zurich...

Surveys
4 July 2022

Advisors Predict AuM Growth, But Business Gets Tough – Natixis Survey

Years of rising markets have become taken as the norm by many investors, and advisors have a task...

Investment Strategies
1 July 2022

Policy Divergence Creates Investment Opportunities – PIMCO

The rise in inflation has been a global phenomenon although the way local policymakers have...

Strategy
1 July 2022

Trends Shaping Advice Industry: Today, Tomorrow And Beyond

The following article examines the trends at work in the global financial advice industry. ...

People Moves
1 July 2022

Eastspring Makes C-Suite Appointments

At the end of last year, the firm oversaw $258 billion of assets on behalf of institutional and...

Market Research
1 July 2022

Brown Shipley Cuts Through Gloom For Long-Term Opportunities

Wealth Manager Brown Shipley outlined its midyear investment outlook at a media event in London...

WM Market Reports
1 July 2022

Investments That Thrive In Inflationary Environment – Julius Baer

As the world grapples with high inflation and a war in Europe, Swiss bank Julius Baer has released...

People Moves
1 July 2022

Who's Moving Where In Wealth Management? – Deutsche Bank, Russell-Cooke

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

Financial Results
1 July 2022

Kingswood Holdings Posts Record Results In 2021

Wealth manager Kingswood Holdings has released positive financial results for 2021, showing record...