People Moves
23 July 2024

Julius Baer Names New Chief Executive

As the Zurich-listed bank seeks to move on from recent adverse financial results, it has named the...

Technology
23 July 2024

UK Wealth Firm Signs Software Pact To Help US-Connected, Transatlantic Clients

Several UK-based firms specialise in offering US expats and those with US links access to financial...

New Products
23 July 2024

Verso IM Launches Verso Private Client

London-based Verso Investment Management expands investment offering. ...

Financial Results
23 July 2024

Half-Year Profits Rise Strongly At Swiss Private Bank UBP

As the second-quarter reporting season continued, the Swiss private banking group set out a broadly...

Investment Strategies
23 July 2024

Spotlight On Six Investment Themes To Watch – Lombard Odier

Swiss wealth and asset manager, Lombard Odier, has just released a publication entitled “rethink...