People Moves
28 September 2022

UBP Names Investment Chief, Builds Out Emerging Market Resources

The CIO leads a team of investment professionals based in Hong Kong, London and Zurich. ...

Compliance
28 September 2022

Crédit Agricole Units Settle With US Over Sanctions Violations

Subsidiaries of Crédit Agricole that operated from Switzerland and Monaco have agreed to remit...

Investment Strategies
28 September 2022

JP Morgan Asset Management Stays Underweight Equities

Setting out its fourth-quarter asset allocation views, the US firm said it is taking a cautious...

M and A
28 September 2022

RBC Completes Brewin Dolphin Acquisition

The transaction, announced initially in late March, is one of the largest such deals in the UK...

M and A
27 September 2022

Deals Of The Day: The Latest In Wealth Management M&A – Evelyn Partners, Kingswood

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

New Products
27 September 2022

What's New In Investments, Funds? – Schroders, Cigrek

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

Company Profiles
27 September 2022

For Wealth Managers, It's Time To Understand "Investor Relations 3.0"

The world of social media, new digital channels and a squeeze on traditional sell-side broker...

Family Office
27 September 2022

Large SFOs Have Weightier Equity Stance, But Suffer As Stocks Fall – Credit Suisse

The report does not yet cover North America, but findings may be indicative of how single-family...

Asset Management
27 September 2022

Investors Continue To Smile On "Factor-Based Investing" In Volatile Times

The term is sometimes also known as “smart Beta” investing – unpacking drivers of return and...

People Moves
27 September 2022

LGT Wealth Management Pushes Ahead With Scottish Drive

As reported in June, the firm is opening an office in Edinburgh. It has now added more detail to...