People Moves
27 January 2023

Capital Group Appoints New Chief

Los Angeles-based investment manager Capital Group has announced leadership changes as it expands...

People Moves
26 January 2023

Credit Suisse AM Appoints New Head Of Active Ownership

The latest moves and appointments at Credit Suisse Asset Management, part of the asset management...

People Moves
26 January 2023

New Global Head Of Preferred Broker Named At Saxo UK

James Donovan will be driving Saxo’s Preferred Broker campaign. ...

New Products
26 January 2023

What’s New In Investment, Funds? – BNY Mellon

The latest news on investment offerings, financial products and other services relevant to wealth...

Compliance
26 January 2023

Compliance Corner: FCA Starts Case Against Alleged Money Launderers, Insider Dealers

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

Financial Results
26 January 2023

GAM Warns Of 2022 Loss

Weaker markets have hit the firm's total assets under management. Its net loss for 2022 is expected...

WM Market Reports
26 January 2023

Accelerating Tech Adoption, Challenges For Wealth Managers – Webinar

This news service was joined by three figures in the tech and wealth industry for a recent webinar....

Industry Surveys
26 January 2023

Redefining Wealth In Family Businesses – KPMG Report

KPMG Private Enterprise has released a new report this week – Redefining wealth in business...

M and A
26 January 2023

Indosuez Wealth Management Acquires Most Of Wealth Dynamix

The transaction extends collaboration between the firms that started in 2019. ...

Strategy
25 January 2023

Long Heritage Plus A "Startup" Approach – SG Kleinwort Hambros' Strategy

We talk to the CEO of the UK-based bank about the philosophy behind the evolution of its brand and...