New Office
23 September 2022

Evelyn Partners Targets Scotland

Evelyn Partners, a UK wealth management and professional services group created from the merger of...

Wealth Strategies
23 September 2022

Bank Of England Hikes Rates Again: Reactions

The UK's central bank has pushed up its official borrowing rate by 50 basis points, as inflation...

People Moves
23 September 2022

Who's Moving Where In Wealth Management? – Knight Frank, Pacific Asset Management, Rothschild & Co

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

M and A
23 September 2022

Deals Of The Day: The Latest In Wealth Management M&A – Radiant Financial Group

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

Asset Management
23 September 2022

City Of London Investment Trust Outperforms

Amidst high inflation levels and rising interest rates, Job Curtis, fund manager, and David Smith,...

Strategy
23 September 2022

UK's Sanlam Wealth Rebrands

The name of the firm, which comes from the Ancient Greek word for "indivisible," is meant to...

WM Market Reports
23 September 2022

Equities Should Remain Investors' Favourite – Julius Baer

As the world tackles high inflation rates, this week Swiss bank Julius Baer released its global...

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. ...

New Products
22 September 2022

What's New In Investments, Funds? – Kleinwort Hambros

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

Company Profiles
22 September 2022

Building Culture For Loyal Clients, Staff In Channel Islands

In an island jurisdiction such as Jersey where unemployment is just 1 per cent, availability of...