Technology
18 July 2024

Wealth-Focused AI Innovation Platform Pushes Into India

TIFIN, a firm backed by JP Morgan, SEI and a range of financial firms, is taking aim at the...

People Moves
18 July 2024

LGT Wealth Management Targets Manchester

LGT Wealth Management, part of the LGT Group, a private banking and asset management group...

People Moves
18 July 2024

Bordier & Cie (UK) Chief Executive Steps Down

Holding the CEO role for 14 years, MacLeod has led the firm through major changes in the financial...

People Moves
18 July 2024

Regtech House Makes C-Suite, Other Appointments

One of the senior figures joining CUBE is the chief executive of Chelsea Football Club. ...

Surveys
18 July 2024

UK Wealth Managers Optimistic About Business Growth – Lloyds Bank

Lloyds Bank has just released its ninth “Financial Institutions Sentiment Survey,” which...

Tax
18 July 2024

UK Election Aftermath – What Next For Tax Agents?

The author of this article – the third in a series – examines where the 4 July election in the...

People Moves
17 July 2024

HSBC Names One Of Its Own As New Chief Executive

The new CEO, who is taking up the role from the start of September, was previously its chief...

People Moves
17 July 2024

Amundi Makes Senior Paris-Based Hire

New head of developed markets strategy at Amundi Investment Institute named. ...

Compliance
17 July 2024

Why Investment Structure Unlocks Effective Fundraising Overseas

Product characterisation, so the author of this article argues, is vital in a money-raising...

Financial Results
17 July 2024

Second-Quarter Results Shine For Goldmans In Q2

The Wall Street firm, which provides services including wealth management, chalked up a strong set...