People Moves
7 November 2023

SG Kleinwort Hambros Names New CIO

SG Kleinwort Hambros, the private banking and wealth management arm of European bank Société...

People Moves
7 November 2023

ODDO Expands German Private Wealth Management

The holder of the newly created role comes to the firm from Credit Suisse. ...

People Moves
7 November 2023

Stephenson Harwood's James Quarmby Joins WealthBriefing's Editorial Board

A new change at this news service's editorial board. ...

Financial Results
7 November 2023

UBS's Third-Quarter Underlying Profits Dip, Reports Inflows

Among the result details, UBS said the acquired Credit Suisse wealth business logged net new money...

People Moves
6 November 2023

Who's Moving Where In Wealth Management? – Augusta Investment Management

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

M and A
6 November 2023

UK's Evelyn Partners Expands Via Another Acquisition

The UK wealth management, accountancy and professional services firm has pushed further into Kent...

M and A
6 November 2023

Syz Capital Taps DACH Region's Digital Media, Analytics Potential

The Switzerland-based investment house - backed by a prominent family with links to private banking...

Technology
6 November 2023

The UK's AI Safety Summit – UBS Reactions

As artificial intelligence (AI) gains increasing attention in the wealth and banking sector,...

Strategy
6 November 2023

Geopolitical Conflict Makes Investors Nervous

Investment managers discuss the macroeconomic outlook and highlight a cautious stance in their...

Tax
3 November 2023

Middle East Family Offices Restructuring, Diversifying – Ocorian

Ocorian, a specialist global provider of services to high net worth individuals and family...