M and A
26 January 2023

Indosuez Wealth Management Acquires Most Of Wealth Dynamix

The transaction extends collaboration between the firms that started in 2019. ...

Industry Surveys
26 January 2023

Redefining Wealth In Family Businesses – KPMG Report

KPMG Private Enterprise has released a new report this week – Redefining wealth in business...

WM Market Reports
26 January 2023

Accelerating Tech Adoption, Challenges For Wealth Managers – Webinar

This news service was joined by three figures in the tech and wealth industry for a recent webinar....

Financial Results
26 January 2023

GAM Warns Of 2022 Loss

Weaker markets have hit the firm's total assets under management. Its net loss for 2022 is expected...

Compliance
26 January 2023

Compliance Corner: FCA Starts Case Against Alleged Money Launderers, Insider Dealers

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

New Products
26 January 2023

What’s New In Investment, Funds? – BNY Mellon

The latest news on investment offerings, financial products and other services relevant to wealth...

People Moves
26 January 2023

New Global Head Of Preferred Broker Named At Saxo UK

James Donovan will be driving Saxo’s Preferred Broker campaign. ...

People Moves
26 January 2023

Credit Suisse AM Appoints New Head Of Active Ownership

The latest moves and appointments at Credit Suisse Asset Management, part of the asset management...

Compliance
25 January 2023

Compliance Corner: Progress, Laggards As FCA's Consumer Duty Deadline Approaches

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

New Office
25 January 2023

Private Equity Firm MiddleGround Capital Targets Europe

MiddleGround Capital, a US operationally-focused private equity firm which makes investments in...