Strategy
15 December 2023

UBP Smiles On Japanese Equities In 2024

Michaël Lok, group CIO and co-CEO asset management at Swiss private bank Union Bancaire Privée,...

People Moves
14 December 2023

Who’s Moving Where In Wealth Management? – Accuro, Davies

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Philanthropy
14 December 2023

Your Donation Doubled – Press Play

This news service is proud to be a partner of Right To Play UK, a charity that gives children...

M and A
14 December 2023

Deals Of The Day: The Latest In Wealth Management M&A – Vistra, Kroll ManCo, Others

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

Technology
14 December 2023

OPINION OF THE WEEK: Future Of Financial Advice – More Co-Pilot Than Autopilot

The authors of this article argue that they expect generative AI will take root across the wealth...

Strategy
14 December 2023

Crestbridge Bahrain Rebrands

The new name comes from the terrain of the Asir region in Saudi Arabia. ...

New Products
14 December 2023

What’s New In Investments, Funds? – WisdomTree, Gresham House

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

Strategy
14 December 2023

Spotlight On Fixed Income In 2024 – RBC WM

Rufaro Chiriseri, head of fixed income for the British Isles at RBC Wealth Management, outlines...

People Moves
13 December 2023

Who’s Moving Where In Wealth Management? – Lombard Odier, GSB

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Strategy
13 December 2023

Brown Shipley Positive On Quality Bonds In 2024

This week, UK wealth manager Brown Shipley released its 2024 investment outlook, highlighting core...