People Moves
14 July 2025

EFG's Balmelli Swaps Singapore For London To Head New Desk

Moving from the Asian city-state, the banker is heading a desk devoted to working with APAC clients...

People Moves
11 July 2025

RBC Names New Wealth Management Chief Operating Officer For Asia

The new CFO, who will be based in Singapore, has worked at the Canadian group since 2018. ...

WM Market Reports
11 July 2025

You Could Be Fired: No Room For Wealth Advisor Complacency In Generation Shift

The fear that the children or relatives of HNW clients might choose a different advisor is one of...

M and A
11 July 2025

UK's Jupiter Taps Non-Profit Client Base With CCLA Deal

The UK firm is acquiring a business that serves the non-profit sector, and which has chalked up a...

Offshore
11 July 2025

US "Gold Card" Programme Highlights Fight For International HNW Money

The "Devil is in the detail" when it comes to the proposed "gold card" programme to attract wealthy...