Investment Strategies
6 January 2025

UBS Says Investors Should Be Defensive On Chinese Stocks – Media

As 2025 gets under way, the wealth management heavyweight says investors should take a cautious...

People Moves
6 January 2025

Davies Names Deputy Group CEO, Eyes Big Revenue Growth

As well as naming a deputy CEO, the organisation aims to grow global revenues by up to £3 billion...

M and A
3 January 2025

Deals Of The Day: The Latest In Wealth Management M&A – CUBE, Thomson Reuters RI, Oden

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

People Moves
3 January 2025

UK's Hurst Point Names New Investment Management MD

Created in 2019 and backed by US private equity titan Carlyle Group, Hurst Point has carried out a...

People Moves
3 January 2025

Law Firm Charles Russell Speechlys Continues European Expansion

The law firm has been broadening its reach into Europe in recent months. ...

People Moves
3 January 2025

DBS Appoints New CEO For India

There's change coming at the top of the bank's operations in India, now an increasingly important...

Strategy
3 January 2025

International Financial Advisory House Launches Online Career Programme

With the need to bring in fresh talent – a regular refrain in the world's wealth management...

People Moves
3 January 2025

Who's Moving Where In Wealth Management? – Carey Olsen

The latest moves, appointments and personnel changes in wealth management and related roles. ...

Statistics
2 January 2025

US-Based Waltons Remain Top Of Global Richest Families List

As a new year gets going, data compiled from late 2024 is a reminder of who the richest family...

Wealth Strategies
2 January 2025

Investing During Big "Regime Changes" – The BNP Paribas WM Approach

We talk to the Paris-headquartered bank and its wealth management business about its approach to...