Technology
26 July 2023

Vontobel Expands Use Of AI

The role of a wealth manager and private banker is changing – artificial intelligence is a part...

Legal
25 July 2023

Credit Suisse Resolves Archegos Saga

Payments to US and UK authorities, at a total of $388 million, are to be made to draw a line under...

Wealth Strategies
25 July 2023

Schroders Urges Investors To Position For Opportunities Amid A Slowdown

Rising interest rates and a less certain business climate have taken the shine off private assets...

Surveys
25 July 2023

Most UK Advisors Predict No Fee Rises From Consumer Duty

An important new regime that requires advisors and other financial firms to itemise and measure...

People Moves
25 July 2023

Who’s Moving Where In Wealth Management – Natixis, JM Finn

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

People Moves
25 July 2023

JTC Makes Senior Swiss Hire

Jersey-based JTC, a global professional services business specialising in fund, corporate and...

Financial Results
24 July 2023

Profits, AuM Rise At Julius Baer In First Half Of 2023

The private bank reported a broadly strong set of results for the first half of the year. It said...

New Products
24 July 2023

Quilter Launches Tools To Support Vulnerable Customers

Vulnerability and additional needs come in all shapes and sizes, from a medical diagnosis to...

Tax
24 July 2023

Focus On Mitigating Inheritance Tax Liability After Receipts Soar

After the UK government’s tax authority released its inheritance tax receipts for the period...

Financial Results
24 July 2023

BNY Mellon Reports Jump In Q2 Net Income

The group reported a mixed set of results in its wealth management, wealth services and investment...