Asset Management
23 September 2022

City Of London Investment Trust Outperforms

Amidst high inflation levels and rising interest rates, Job Curtis, fund manager, and David Smith,...

Strategy
23 September 2022

UK's Sanlam Wealth Rebrands

The name of the firm, which comes from the Ancient Greek word for "indivisible," is meant to...

WM Market Reports
23 September 2022

Equities Should Remain Investors' Favourite – Julius Baer

As the world tackles high inflation rates, this week Swiss bank Julius Baer released its global...

People Moves
22 September 2022

EXCLUSIVE: Julius Baer Names New Deputy CFO

This news service reports on two senior appointments at the Swiss private banking group. ...

New Products
22 September 2022

What's New In Investments, Funds? – Kleinwort Hambros

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

Company Profiles
22 September 2022

Building Culture For Loyal Clients, Staff In Channel Islands

In an island jurisdiction such as Jersey where unemployment is just 1 per cent, availability of...

Asset Management
22 September 2022

Australia's Bell AM Delivers For Union Bancaire Privée

Switzerland's Union Bancaire Privée has been working over the past two years with Australia-based...

People Moves
22 September 2022

Who's Moving Where In Wealth Management? – Edmond De Rothschild, Fidelity International, Lincoln

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

Alt Investments
22 September 2022

Fine Print Sours Alternative Funds Investors – Preqin

The fine print around alternative investment funds such as private equity, debt and venture capital...

M and A
22 September 2022

Julius Baer Buys Stake In Chinese Investment House

This week, Swiss bank Julius Baer has partnered with GROW Investment Group, a China-based domestic...