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...

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. ...

ESG
21 July 2022

Get Ready For European Union ESG Suitability – Avaloq

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

Technology
20 July 2022

Schroders Makes Big Digital Assets Play

Digital assets continue to attract wealth management attention and from large organisations,...

M and A
20 July 2022

US-Based Firm Expands UK Wealth Offerings

Financial technology firm FIS is expanding its offerings to wealth managers by launching retirement...

New Products
20 July 2022

ZEDRA Launches Pensions, Incentives Service

ZEDRA, a specialist in active wealth, corporate and global expansion, and fund solutions, is...

ESG
20 July 2022

When Shariah Finance And Green Investing Intersect

...

New Office
20 July 2022

Evelyn Partners Opens Brighton Office

Wealth manager Evelyn Partners, which was created from the merger of long-established firms Tilney...

People Moves
20 July 2022

Who's Moving Where In Wealth Management? – Natixis IM, Crestbridge

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

Financial Results
19 July 2022

Pre-Tax Income Slipped At Morgan Stanley In Q2

The US firm said its expense efficiency ratio was 74 per cent, affected by $200 million related to...