People Moves
5 May 2022

Boutique UK Private Bank Names New CFO As Predecessor Retires

The new CFO is taking over from the man who had been in the post since 2011, playing a central role...

Industry Surveys
5 May 2022

Investors Confident Despite War, Inflation Concerns

A new UBS investor sentiment survey shows that investors fear the impact of the war in Ukraine on...

Industry Surveys
5 May 2022

EXCLUSIVE: Client Satisfaction Up In UK Wealth Industry

Latest survey results from professional services firm Aon show that client satisfaction rose in the...

Market Research
5 May 2022

New Wealth Management Study Forecasts Decade Of M&A, Consolidation

L.E.K. Consulting examines the UK wealth management market and explains why it presents a fertile...

ESG
5 May 2022

HSBC Global Private Banking Launches "Global Biodiversity" Strategy

Lombard Odier has created the strategy and is running it on behalf of HSBC. The offering is only...

People Moves
5 May 2022

Change At Top Of RBC's Asia Wealth Team

The Canada-headquartered bank announced a series of top-level moves at its wealth management...

Alt Investments
5 May 2022

Swiss Bank Inks Digital Assets Pact With LGT

As digital assets become more mainstream and affect wealth management, the range of offerings and...

People Moves
5 May 2022

Compliance Corner: UK Financial Conduct Authority

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

People Moves
5 May 2022

Stonehage Fleming Makes Jersey Hires

The MFO has made two senior appointments to its business in Jersey. ...

People Moves
4 May 2022

Who’s Moving Where In Wealth Management? – Amundi, Charles Russell Speechlys, Kingsley Napley, Others

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