News, Comment & Analysis results for Archive

People Moves
13 May 2022

Raymond James Expands To Cornwall

Raymond James Investment Services Ltd is opening a new branch in Cornwall. ...

M and A
13 May 2022

Deals Of The Day: The Latest In Wealth Management M&A – Kingswood, Vincent & Co Ltd

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

Family Office
13 May 2022

Single-Family Offices Fret Over Transparency, Data Demands – EY

The pace of regulatory change continues to change and with it demands – not always wise – for...

People Moves
13 May 2022

Quintet Private Bank Appoints Chris Allen As Group CEO

Quintet Private Bank has named Chris Allen, former HSBC head of global private banking, EMEA, as...

People Moves
13 May 2022

Who's Moving Where In Wealth Management? – IQ-EQ

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

Market Research
12 May 2022

Kingswood Discusses Market Outlook

Amidst rising interest rates and gloomy economic forecasts, Rupert Thompson, chief investment...

Surveys
12 May 2022

Behavioural Insights Help International Firms Win In MENA – Study

Using behavioural finance insights to help frame which products and services are suitable for...

ESG
12 May 2022

Entrepreneur Launches Fund That Challenges "Woke" Boardrooms – Media

There has been such a concentrated push towards ESG investing, with arguably more focus on social,...

Asset Management
12 May 2022

Top Investment Themes For The Future

Faced with a challenging environment, at their Spring Investors Conference, Close Brothers Asset...

Technology
12 May 2022

Northern Trust, Fenergo Ink Onboarding Pact

The partnership focuses on private capital funds, a fast-growing area creating specific...

Comment & Analysis results for Archive