People Moves
4 December 2024

Evelyn Partners Names New Intermediaries Head

The appointment of a former senior figure from Deutsche Bank, Close Brothers AM and Coutts comes a...

People Moves
4 December 2024

Switzerland's Marcuard Heritage Enhances Partner Bank Strategy

The firm has has brought an expert from the desk for independent wealth managers into its own...

M and A
3 December 2024

Deals Of The Day: The Latest In Wealth Management M&A – Shackleton

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

People Moves
3 December 2024

Who’s Moving Where In Wealth Management? – C Hoare & Co, Charles Russell Speechlys, Others

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

Legal
3 December 2024

BDB Pitmans Rebranded Under Broadfield Name

The law firm, formed out of a merger six years ago, is taking on a new name. ...