New Office
2 February 2024

JM Finn Targets Winchester

Combined with the benefit of technology, the new office will improve the firm's connectivity and...

People Moves
2 February 2024

UK's Ascot Lloyd Seeks New CEO

The firm, which has grown rapidly and carried out a number of M&A deals, now oversees more than...

New Products
2 February 2024

Schroders Personal Wealth To Launch Platform

The new platform is due to be launched this summer, with a client app planned for the second...

People Moves
2 February 2024

Brooks Macdonald Names Co-Chief Investment Officers

The UK firm has decided to split the CIO role among two of its senior investment figures following...

Financial Results
1 February 2024

Credit Loss Hit Julius Baer's 2023 Profits; CEO Departs

The chief executive of the Swiss private bank is leaving the bank by mutual consent, it said as it...