People Moves
17 July 2023

Gresham House Expands Institutional Team To Drive Growth

The latest moves and appointments at Gresham House, a specialist alternative asset manager and one...

Financial Results
17 July 2023

JP Morgan's Wealth, Asset Management Net Income Rose In Q2

In customary fashion, JP Morgan fired the starting gun in the quarterly reporting season,...

Financial Results
17 July 2023

Net Income Slips At Citigroup's Personal Banking, Wealth Management Arm

A variety of forces reduced the net income figures at the US bank's personal and wealth management...

Surveys
14 July 2023

Most Over-55s Haven't Prepared Wealth Transfer Plans – Report

UK wealth manager St James's Place released new research this week looking at what steps people...

People Moves
14 July 2023

Who’s Moving Where In Wealth Management – Evelyn Partners, Squircle Capital, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...