People Moves
2 July 2025

Ex-Citi Private Bank Senior Figure, Team Members Join Julius Baer

The Swiss private bank has made a number of senior hires for Latin America-facing roles, either for...

Financial Results
1 July 2025

UBS Announces $2 Billion New Share Buyback Programme

The lender has recently complained about suggested hikes to capital requirements from the Swiss...

Investment Strategies
1 July 2025

BlackRock Positive On European Fixed Income In 2025

US investment manager BlackRock released this week its fixed income outlook for the third quarter...

New Products
1 July 2025

What’s New In Investments, Funds? – PIMCO, Aditum Investment Management

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

Tax
1 July 2025

Law Firm Turns Up Pressure On UK Government Over Inheritance Tax Changes

The legal action is not against the specific changes to inheritance tax but, instead, to the...

People Moves
1 July 2025

Who's Moving Where In Wealth Management? – FINMA, PIMFA, Burgess Mee, Ares Management

The latest moves, appointments and personnel moves in the UK, European, Middle Eastern and select...

M and A
30 June 2025

Deals Of The Day: The Latest In Wealth Management M&A – Brown Advisory, Marylebone Partners

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

New Products
30 June 2025

What’s New In Investments, Funds? – Aegon Asset Management

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

Family Office
30 June 2025

NextGen's Wealth Creation Imperative – In Conversation With AITi Tiedemann

The first generation of a UHNW family might focus initially on protecting – and enjoying – what...

Technology
30 June 2025

Number Of UK Vulnerable Clients Falls – Dynamic Planner

Marking its 2nd anniversary, Dynamic Planner’s Financial Wellbeing Questionnaire has been...