Client Affairs
22 July 2022

Exclusive: Increasing Investment Opportunities In 2022 – Alpha Blue Ocean

As Alpha Blue Ocean, an alternative finance specialist family office, celebrates its fifth...

Industry Surveys
22 July 2022

Recession Is Inevitable This Year – Natixis Survey

The Natixis Center for Investor Insight has released a mid-year survey, revealing that recession...

People Moves
22 July 2022

Who's Moving Where In Wealth Management? – Canaccord Genuity Wealth Management, Chase Buchanan Wealth Management, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

M and A
22 July 2022

Deals Of The Day: The Latest In Wealth Management M&A – Saltus Group

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

Investment Strategies
22 July 2022

European Central Bank Abandons Negative Rates – Reactions

The European Central Bank became the latest major bank in the developed world to hike rates in the...

ESG
21 July 2022

Get Ready For European Union ESG Suitability – Avaloq

When wealth managers check investments for suitability, environmental, social and governance issues...

M and A
21 July 2022

Deals Of The Day: The Latest In Wealth Management M&A – One Four Nine Group

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

M and A
21 July 2022

FNZ Expands Swiss Footprint With Another Acquisition

The organisation has already been adding to its Swiss business lines, and this acquisition...

People Moves
21 July 2022

Oak Group Appoints Managing Director In Jersey

The latest moves and appointments at Oak Group in Jersey. ...

Investment Strategies
21 July 2022

Go For Quality Stocks In Troubled Times – Lombard Odier

Equity markets have fallen and the economic news remains difficult. In such an environment, the...