M and A
10 January 2024

Deals Of The Day: The Latest In Wealth Management M&A – Succession Wealth

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

People Moves
10 January 2024

Who's Moving Where In Wealth Management? – Chetwood Financial, Alpha FMC, Crestbridge

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

Strategy
10 January 2024

Efficiencies Through Tech, ESG Scrutiny And Open Finance – What 2024 May Bring

The author of this commentary considers what are important topics for wealth managers during this...

People Moves
9 January 2024

Switzerland’s Board Owl Names New CEO

The business – a digital matching platform which provides firms and NGOs with boardroom talent...

ESG
9 January 2024

Europe's ESG Regulations Befuddle Wealth Managers

It appears that European wealth managers are not clear about what they must do regarding ESG when...

People Moves
9 January 2024

Arbuthnot Latham Names New Head Of Executives And Professionals

The UK private and commercial bank said it is committed to acquiring and keeping talent in its...

People Moves
9 January 2024

Who’s Moving Where In Wealth Management? – C Hoare & Co, Square Mile, Others

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

New Office
9 January 2024

LGT Private Banking Continues Germany Expansion

With several offices up and running, the private bank is now focusing on expanding its headquarters...

People Moves
9 January 2024

Saltus Names New Chief Operating Officer

The appointment aims to drive the development of the Saltus Partnership Programme. ...

Strategy
9 January 2024

UBS Sets Out Onshore China Private Banking, Wealth Ambitions – Report

Part of the jigsaw puzzle is the Credit Suisse onshore securities business that UBS has taken over...