People Moves
21 November 2024

Who’s Moving Where In Wealth Management? – Hundle, Universal Investment Group

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
21 November 2024

Pictet AM Favours US, UK Equities In 2025

Luca Paolini, chief strategist at Geneva-headquartered Pictet Asset Management, and Arun...

Technology
21 November 2024

Digital Digest: The Latest Tech News – Close Brothers AM

The latest technology news in the wealth management sector from around the world. ...

Financial Results
21 November 2024

Net Profits Up At EFG International, AuM Rises

The bank and wealth management house, which operates in parts of continental Europe including...

People Moves
21 November 2024

abrdn Makes Changes To Senior Leadership

The firm says the changes are about having the right people in the right roles, sharpening its...

M and A
21 November 2024

Danske Concludes Norwegian Personal Banking Transfer

The lender has been shaking up its business according to its "Forward '28" strategy. ...

Offshore
21 November 2024

Saffery Trust Cayman Burnishes Its Blockchain Credentials

The organisation is part of the Saffery Trust group of organisations, with a presence in the United...

Investment Strategies
20 November 2024

Amundi Favours Emerging Markets In 2025

European asset manager Amundi has just released its 2025 Investment Outlook, highlighting that...

New Office
20 November 2024

Canaccord Wealth Bolsters Guernsey Presence

Canaccord Wealth, a UK integrated wealth manager, opens new office. ...

Tax
20 November 2024

Spotlight On UK Agriculture Inheritance Tax Hikes

After farmers gathered in London this week to protest against the government's inheritance tax...