M and A
7 January 2025

Vontobel Completes IHAG Privatbank Acquisition

The Zurich-listed firm said the acquisition has a positive effect on its group net profit. ...

People Moves
7 January 2025

Who's Moving Where In Wealth Management? – Charles Russell Speechlys, Stephenson Executive Search, Others

The latest moves, appointments and personnel changes in the UK, continental Europe, Middle East and...

Investment Strategies
7 January 2025

UBS's Wealth Arm Still Feels Investment Love For AI

Mark Haefele, chief investment officer at UBS Global Wealth Management, discusses the outlook for...

Investment Strategies
7 January 2025

US Equity Returns Will Be Harder To Earn In 2025

It is going to be a tougher task to find the sort of performance that has come through in the US...

People Moves
6 January 2025

Leadership Changes At Swiss Banking Group

The Zurich-based organisation was founded a decade ago by the great-grandson of Julius Baer,...

Surveys
6 January 2025

Trade Wars, Inflation, Equity Concentration Biggest Investor Risks In 2025 – ARC

Asset Risk Consultants has just released its global sentiment survey of 98 wealth management chief...

Investment Strategies
6 January 2025

UBS Says Investors Should Be Defensive On Chinese Stocks – Media

As 2025 gets under way, the wealth management heavyweight says investors should take a cautious...

People Moves
6 January 2025

Davies Names Deputy Group CEO, Eyes Big Revenue Growth

As well as naming a deputy CEO, the organisation aims to grow global revenues by up to £3 billion...

M and A
3 January 2025

Deals Of The Day: The Latest In Wealth Management M&A – CUBE, Thomson Reuters RI, Oden

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
3 January 2025

UK's Hurst Point Names New Investment Management MD

Created in 2019 and backed by US private equity titan Carlyle Group, Hurst Point has carried out a...