People Moves
25 July 2023

Who’s Moving Where In Wealth Management – Natixis, JM Finn

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

Surveys
25 July 2023

Most UK Advisors Predict No Fee Rises From Consumer Duty

An important new regime that requires advisors and other financial firms to itemise and measure...

Wealth Strategies
25 July 2023

Schroders Urges Investors To Position For Opportunities Amid A Slowdown

Rising interest rates and a less certain business climate have taken the shine off private assets...

Legal
25 July 2023

Credit Suisse Resolves Archegos Saga

Payments to US and UK authorities, at a total of $388 million, are to be made to draw a line under...

Fund Management
24 July 2023

Japan: The Investment Opportunity Starting To Win Attention

As investors face difficult markets, an investment manager discusses opportunities in Japan and...

Financial Results
24 July 2023

UBP's Profits Fell In First Half Of 2023

Swiss private bank Union Bancaire Privée released its financial results on Friday for the first...

Strategy
24 July 2023

Recession Risk Less Likely In 2023 – Goldman Sachs

Investors have faced significant headwinds in the first half of 2023, including rising rates,...

Financial Results
24 July 2023

BNY Mellon Reports Jump In Q2 Net Income

The group reported a mixed set of results in its wealth management, wealth services and investment...

Tax
24 July 2023

Focus On Mitigating Inheritance Tax Liability After Receipts Soar

After the UK government’s tax authority released its inheritance tax receipts for the period...

New Products
24 July 2023

Quilter Launches Tools To Support Vulnerable Customers

Vulnerability and additional needs come in all shapes and sizes, from a medical diagnosis to...