Financial Results
17 November 2023

Liontrust AM's Gross Profit Falls, Logs Statutory Loss

Liontrust made a statutory loss in the six-month period due to a rise in charges linked to...

Financial Results
17 November 2023

EFG International Says On Course To Surpass 2022 Net Profit; Logs Net Inflows

Continental Europe and the Middle East regions generated the largest amounts of net new assets, and...

New Products
17 November 2023

What’s New In Investments, Funds? – CG Asset Management

The latest news in investment offerings, financial products and other services relative to wealth...

Strategy
17 November 2023

UK Inflation Slows Unexpectedly – Reactions

After the UK’s annual inflation rate fell sharply in October to its lowest rate in two years,...

Awards
17 November 2023

EXCLUSIVE: Winners Of The Tenth Annual WealthBriefing MENA Awards For Excellence 2023

The latest in this news service's annual programme of awards for wealth management around the...

M and A
16 November 2023

Deals Of The Day: The Latest In Wealth Management M&A – ZEDRA, LJ Fiduciary, Alvarium Private Office

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

Legal
16 November 2023

Top French Court Annuls Penalties Vs UBS In Tax Fraud Case; New Trial Expected

The Swiss bank is accused of helping wealthy clients in France evade taxes. ...

Surveys
16 November 2023

Investors Increasingly Worried About Greenwashing – PwC Survey

PwC has just issued its 2023 Global Investor Survey, now in its third consecutive year. ...

People Moves
16 November 2023

Who’s Moving Where In Wealth Management? – Canaccord Genuity WM, Close Brothers AM

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

Compliance
16 November 2023

Conducting KYC Tasks Isn't Getting Easier – Study

For years, technology firms have argued that their solutions can ease the pain of KYC checks on...