New Products
29 September 2022

What's New In Investments, Funds? – Theta Capital

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

Compliance
29 September 2022

SEC Punishes Banks, Brokers Over Messaging Apps

The use or misuse of messaging apps such as WhatsApp raises questions about appropriate...

People Moves
29 September 2022

Pictet Names New CEO For Asia Wealth Business

The new CEO for the Swiss bank's Asian wealth business, who has been looking after the business in...

Strategy
29 September 2022

UBS Outlines Wealth Management Mind-Set With "Three Ls"

As investors become increasingly concerned about where to put their money, WealthBriefing discussed...

Financial Results
28 September 2022

Market Falls Squeeze Close Brothers' Profits

The asset management side of the business drew in net new assets over the 12 months to end-July...

People Moves
28 September 2022

UBP Names Investment Chief, Builds Out Emerging Market Resources

The CIO leads a team of investment professionals based in Hong Kong, London and Zurich. ...

Compliance
28 September 2022

Crédit Agricole Units Settle With US Over Sanctions Violations

Subsidiaries of Crédit Agricole that operated from Switzerland and Monaco have agreed to remit...

Investment Strategies
28 September 2022

JP Morgan Asset Management Stays Underweight Equities

Setting out its fourth-quarter asset allocation views, the US firm said it is taking a cautious...

M and A
28 September 2022

RBC Completes Brewin Dolphin Acquisition

The transaction, announced initially in late March, is one of the largest such deals in the UK...

M and A
27 September 2022

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

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