News, Comment & Analysis results for STEP

People Moves
9 August 2023

Canaccord Genuity WM Names New Isle Of Man Head; Appoints Compliance Chief

The new wealth management head at the firm in the island is taking over from his predecessor who is...

Strategy
8 August 2023

Time For African Private Equity To Step Up?

As global economies face uncertainty, a partner at South African-based private equity firm Spear...

People Moves
8 August 2023

Mirabaud Strengthens UK Wealth Management Team With New Hires

The firm said that their expertise in working with high net worth clients marks a significant step...

ESG
14 July 2023

Japan's SuMi TRUST Steps Up Sustainability Game With UK Pact

The Japanese firm is working with a quantitative research house that says it mixes superior...

M and A
14 July 2023

GAM's Largest Shareholder Gives Green Light To Takeover

The Silchester group has held a stake in GAM Holding since 2011. Its approval of the transaction...

Surveys
14 July 2023

Most Over-55s Haven't Prepared Wealth Transfer Plans – Report

UK wealth manager St James's Place released new research this week looking at what steps people...

People Moves
13 July 2023

More C-Suite Changes At Vontobel

There are number of top-level changes happening at the Swiss firm, which operates in a number of...

Compliance
11 July 2023

Another Senior UK Politician Reveals Bank Account Headache

The political row about whether banks are overstepping the mark over their treatment of...

M and A
10 July 2023

Liontrust Shareholders Approve GAM Acquisition

The proposed takeover by the UK firm of the Zurich-listed business moved a step closer last...

ESG
9 June 2023

Focus On Investment Opportunities In Africa's Green Economy

As investment steps up in Africa, Tarek Zouari, managing partner and founder of Exco Tunisia, a...

Comment & Analysis results for STEP