Uncategorised
13 December 2022

Falling Markets Increase Expected Impairment On Asset Manager – Julius Baer

With markets having taken a toll on actively-managed funds, the Swiss bank has warned that it will...

M and A
13 December 2022

Benchmark Takes Stake In UK Wealth Manager

The latest moves and acquisitions at Benchmark Capital, a provider of financial planning solutions...

M and A
13 December 2022

Stanhope Capital Targets Luxembourg

The latest mergers and acquisitions at Stanhope Capital Group, a global wealth management firm. ...

Compliance
13 December 2022

Compliance Corner: UK Fines Metro Bank For Incorrect Information

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

People Moves
13 December 2022

Who’s Moving Where In Wealth Management? – Ocorian, Seilern Investment Management

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

Technology
13 December 2022

Digital Digest: The Latest Tech News – Alpian Goes Live On Temenos Banking Cloud

The latest technology news in the wealth management sector from around the world. ...

Strategy
12 December 2022

Citi Warns Against Sitting On Cash In 2023 

Citi Global Wealth Investments has just released its Wealth Outlook 2023 report, providing insights...

M and A
12 December 2022

Deals Of The Day: The Latest In Wealth Management M&A – IQ-EQ, Laven Compliance, Mourant

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

Asset Management
12 December 2022

Bonds are back – Schroders

Schroders, a London-based asset manager, held a Crystal Ball 2023 Outlook this week, with...

Art
12 December 2022

Julius Baer Explores "Megatrends" With New Programme

Banks and wealth managers need to wrestle with such megatrends in order to understand potential...