Compliance
21 November 2023

St James's Place Revamps Funds, Fees After New UK Consumer Duty Bites

The London-listed firm is one of the most prominent examples of a wealth manager to have changed...

Trust Estate
20 November 2023

Most Wealthy Saudi Families Think Next Gen Is Well-Prepared – Study

At stake is the fact that with so many Saudi businesses in family hands, ensuring that the...

People Moves
20 November 2023

RBC Brewin Dolphin Appoints London-Based Wealth Director

The firm was formed by the Canadian firm's takeover of Brewin Dolphin a year ago. ...

Surveys
20 November 2023

Digital Tech Creates Risk Worry For Firms, But AI Is Business Opportunity – PwC

The report gets to grips with how firms think about technology, both in terms of risks and...

M and A
20 November 2023

Julius Baer To Sell Italian Business

UBS said that all Kairos senior management and co-shareholders will join Anima as part of the...

Strategy
20 November 2023

Forward Features Calendar For 2024

This news service's forward features calendar for 2024 is a taster – an invitation to our readers...

Surveys
20 November 2023

UBS Favours Quality Bonds, Stocks In 2024

UBS Global Wealth Management’s chief investment office has just released the UBS Year Ahead 2024...

People Moves
20 November 2023

What’s New In Investments, Funds? – Nomura AM, Fladgate

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

Surveys
20 November 2023

High Inflation, Rates Powerful Investment Influence In 2023 – Schroders

Higher interest rates and inflation are creating a new investment landscape. Schroders Global...

Strategy
17 November 2023

UBS Favours Quality Bonds, Stocks In 2024

UBS Global Wealth Management’s chief investment office has just released the UBS Year Ahead 2024...