Reports
25 January 2022

CI Financial Data Underscores Banner M&A Year

CI Financial, which embarked on a buying spree in the US RIA sector in 2020, now has 23 RIAs in its...

People Moves
25 January 2022

Summary Of Global Executive Moves In Wealth Management – December 2021

A round-up of moves across the wealth management industry. One of the stand-outs was the return to...

M and A
24 January 2022

Deals Of The Day: The Latest In Wealth Management M&A – Charles Stanley, Raymond James

The latest mergers, acquisitions and corporate actions in and around the UK, Europe and selected...

New Products
24 January 2022

What's New In Investments, Funds? – Investbridge Capital

The latest product and service offerings, including funds, in the wealth and asset management...

Reports
24 January 2022

French Investment House's Inflows Gain, Decelerate From Record 2020

After a record inflow figure in 2020, the French firm said that it had logged robust new client...

Legal
24 January 2022

UBS Asks London Judge To Dismiss Chinese Billionaire's Lawsuit – Report

The bank has reportedly said the case should not be held in London because the conduct occurred in...

Reports
24 January 2022

AuM, Revenues Rise At UBP

The bank said net new money mainly came from growth markets in Asia, the Middle East and Eastern...

Alt Investments
24 January 2022

Hedge Fund Industry Crosses $4 Trillion Mark

The figures show that for all the ups and downs in their fortunes before and after the 2008...

People Moves
21 January 2022

Julius Baer Strengthens Team In Spain With New Hires

The Swiss private bank has established a new team in Spain to drive its intermediary business...

Compliance
21 January 2022

UK Treasury Cracks Down On Crypto

The UK's financial watchdog will regulate new rules for the promotion of cryptocurrencies after the...