M and A
9 February 2024

Deals Of The Day: The Latest In Wealth Management M&A – Partners Capital, Kingswood, Baseplan

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

Awards
9 February 2024

EXCLUSIVE: Winners Of 11th Annual WealthBriefing Swiss Awards

The winners list continues the latest in a series of awards run by this news service’s publisher...

M and A
8 February 2024

Deals Of The Day: The Latest In Wealth Management M&A – Ocorian, Bovill

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

Financial Results
8 February 2024

Vontobel's Pre-Tax Profits Dip; Buys Into Infrastructure Trend

The purchase of a stake in a UK-based firm suggests that Vontobel is joining a trend of wealth and...

Company Profiles
8 February 2024

Gresham House's Growth Ambitions For Sustainable, Alternative Investments

Having de-listed last year, the UK-headquartered investment firm, which focuses on sustainable...

Strategy
8 February 2024

Chinese New Year 2024: Focus On Investment Opportunities, Risks

At the start of Chinese New Year 2024, Chris Metcalfe, chief investment officer at UK asset manager...

New Office
8 February 2024

JTC Targets Austria Market

The new operation will enhance JTC’s ability to deliver sophisticated solutions to its...

Offshore
8 February 2024

OPINION OF THE WEEK: Guernsey's Defence Of Its IFC Deserves Applause

The production of a report about Guernsey and its contribution to the UK economy might be...

People Moves
7 February 2024

Summary Of Global Wealth Management Executive Moves – December 2023

A roundup of the moves in the world's wealth management industry at the end of 2023. ...

Technology
7 February 2024

Wealth Managers Grumble Over Tech Systems – Avaloq

Avaloq, a specialist in digital banking solutions and wealth management technology, has just...