News, Comment & Analysis results for Archive

People Moves
23 September 2025

New Head For Swiss Association Of Wealth Managers

From the start of 2026, the Swiss wealth industry group will have a new head, taking over from a...

M and A
23 September 2025

Oberon To Acquire UK's WH Ireland Wealth Business

Oberon Investments Group, a London-based boutique financial services firm, moves ahead with its...

People Moves
23 September 2025

Quilter Cheviot Names New CEO

The new CEO, who has had a long career at HSBC, has a track record of driving growth initiatives...

People Moves
23 September 2025

Who’s Moving Where In Wealth Management? – HarbourVest Partners, Fortress

The latest moves, appointments and personnel changes in wealth management for the UK, rest of...

People Moves
23 September 2025

Summary Of Global Wealth Management Moves – July 2025

The latest moves, appointments and personnel changes around the world during July. ...

Offshore
22 September 2025

Luxembourg Moves To Scrap Investors Residence Programme - Reports

Dozens of such citizenship/residency-by-investment programmes operate around the world, although a...

Surveys
22 September 2025

Clients Aren't As Loyal As They Used To Be - Avaloq

A new Avaloq wealth insights 2025 report reveals a paradox in wealth management: while trust in...

M and A
22 September 2025

Deals Of The Day: The Latest In Wealth Management M&A – Gresham House, SUSI Partners

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

New Products
22 September 2025

What’s New In Investments, Funds? –  L&G

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

People Moves
22 September 2025

Who’s Moving Where In Wealth Management? – GBST, Weatherbys, Vialto Partners

The latest moves, appointments and personnel changes in wealth management for the UK, rest of...

Comment & Analysis results for Archive