Financial Results
19 July 2023

Behavioural Finance Fintech Reports Strong UK Growth

A UK-based behavioural finance firm says its business has surged over the past year as interest in...

People Moves
18 July 2023

Coutts Bolsters Business With New Head Of Financial Planning

With this newly-created role, the bank is seeking to deepen its relationships with clients and...

People Moves
18 July 2023

Credit Suisse Unveils More Senior Changes

As UBS continues its integration of Credit Suisse after its takeover, a number of senior...

Alt Investments
18 July 2023

LGT Capital Partners Says New Venture Fund Is Oversubscribed

The fund, holding a mix of established and emerging managers, mainly holds primary funds but it...

People Moves
18 July 2023

Natixis Makes Two C-Suite Appointments

The group has made two senior appointments at its investment management and corporate and...

M and A
18 July 2023

US Private Equity House Agrees Gresham Acquisition

Gresham House's position as a prominent manager for "sustainable alternative asset classes" was a...

People Moves
18 July 2023

Who's Moving Where In Wealth Management? – Druces, Stonehage Fleming, Aviva

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

Fund Management
18 July 2023

Focus On Small-Cap Effect – Quaero Capital

On Quaero Capital's 20th anniversary, Philip Best and Marc Saint John Webb, co-fund managers of the...

Financial Results
17 July 2023

Net Income Slips At Citigroup's Personal Banking, Wealth Management Arm

A variety of forces reduced the net income figures at the US bank's personal and wealth management...

Financial Results
17 July 2023

JP Morgan's Wealth, Asset Management Net Income Rose In Q2

In customary fashion, JP Morgan fired the starting gun in the quarterly reporting season,...