People Moves
22 September 2022

EXCLUSIVE: Julius Baer Names New Deputy CFO

This news service reports on two senior appointments at the Swiss private banking group. ...

Asset Management
21 September 2022

EXCLUSIVE: Bitcoin Key For Diversified Portfolios – TOBAM

Christophe Roehri, deputy CEO at TOBAM, a Paris-based asset manager, discusses with WealthBriefing...

People Moves
21 September 2022

Who's Moving Where In Wealth Management? – Impax, Evelyn Partners, Nuveen, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

WM Market Reports
21 September 2022

Global Wealth Growth To Stumble After Strong 2021 – Credit Suisse Study

Wealth around the world rose strongly last year, fuelled by the rise of equity markets as the worst...

Investment Strategies
21 September 2022

Stonehage Fleming Manager Explains Japan Equity Play

An investment figure at the UK-based multi-family office talks about a recent specific stock market...

Compliance
21 September 2022

KYC Checks Create Financial Inclusion Headache – Study

Know your client (KYC) tests are important, as the wealth industry knows. Beyond the ranks of high...

People Moves
21 September 2022

Bank Syz Appoints Former Pictet Senior Figure

The appointment adds to a number of recent hires by the Switzerland-based group. ...

People Moves
20 September 2022

Who's Moving Where In Wealth Management? – Robeco

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Alt Investments
20 September 2022

iCapital Forges Another Investment Pact

iCapital has risen rapidly in recent years, tapping into demand for wider access to private market...

Investment Strategies
20 September 2022

Geneva-Based Apricus Remains Neutral On Equities

The EAM in Geneva sets out its investment views on how to play the markets when some of the...