M and A
24 November 2022

Romanzina Named CEO Of Vontobel Swiss Wealth Advisors

Jacqueline Hess has been appointed as vice chair of the board of directors of the new Vontobel...

Strategy
23 November 2022

Exclusive: Multrees Highlights Ambitious Growth Plans

Andrew Back, chief commercial officer at Multrees Investor Services, an outsourced platform...

People Moves
23 November 2022

Indosuez Wealth Management Appoints New Chief Financial Officer

The latest moves and appointment at Indosuez Wealth Management, the global wealth management brand...

New Products
23 November 2022

What’s New In Investments, Funds? – Atomos

The latest news in investment offerings, financial products and other services relative to wealth...

Technology
23 November 2022

Digital Digest: The Latest Tech News – SEI, Canoe

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