People Moves
3 March 2025

Julius Baer Wants Ex-HSBC Chief Executive As Chair

The former HSBC CEO left Europe's largest bank in April. His own tenure saw the Hong...

Practice Strategies
3 March 2025

The Tools For Protecting Clients' Reputations

We talk to a wealth management firm and online reputation agency about the task of protecting...

Investment Strategies
3 March 2025

Investment Tips For Choppy Waters – Schroders, UBS

After world stocks fell to their lowest levels in six weeks on Friday, and as US President Donald...

Surveys
3 March 2025

Charles Stanley Shocked At How Many UK Affluent Citizens Lack Wills

With March being Free Wills Month, giving people aged 55 and over the opportunity to have their...

ESG
3 March 2025

Investment Firm Launches European Regenerative Forestry Fund

New research released by SLM Partners, alongside the announcement of a €200 million European...

Surveys
28 February 2025

Wealthiest Investors Spread The Net In Drive For Global Diversification – HSBC

HSBC Global Private Banking has just published a report entitled "Global Wealth Hubs: Drivers of...

People Moves
28 February 2025

Switzerland's Vontobel Names Americas Private Clients Head

The new senior hire has a solid track record of serving US and Latin American clients. ...

New Products
28 February 2025

What’s New In Investments, Funds? – Janus Henderson, WisdomTree

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

ESG
28 February 2025

The ESG Phenomenon: Goldman Sachs Asset Management

The latest developments in the ESG space. ...

Financial Results
28 February 2025

Brooks Macdonald FUM Up In 2024

Brooks Macdonald has just announced its half-year results for the six months ending 31 December...