Compliance
13 June 2022

Outgoing Hong Kong CEO Says City Must Reopen To Retain Financial Clout

The CEO has held the post in Hong Kong since 2017, and her tenure has coincided with a new ...

M and A
10 June 2022

Deals Of The Day: The Latest In Wealth Management M&A – ZEDRA

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

Strategy
10 June 2022

Human-Assisted Advice: Clients Still Need Human Touch

The "consumer-led" and "human-assisted approach" offers great potential for advice firms and other...

M and A
10 June 2022

US Private Equity Firm Agrees To Buy London & Capital

The deal is another case of a private equity firm buying into the wealth management story around...

People Moves
10 June 2022

Who's Moving Where In Wealth Management? – Credit Suisse

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

WM Market Reports
10 June 2022

Wealth Growth Defies Crises; Hong Kong To Take Switzerland's Offshore Crown – BCG

One of the standouts of the report was BCG's reckoning that Hong Kong is going to overtake...

Investment Strategies
10 June 2022

European Central Bank Raises Rates, To End QE – Reactions

The European Central Bank is starting to move away from the ultra-loose monetary policy that has...

New Products
9 June 2022

What's New In Investments, Funds? – M&G, Invesco

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

People Moves
9 June 2022

Julius Baer's Thailand JV Adds Team Members

The Swiss bank is targeting the growing Thailand wealth management market, continuing a push into...

People Moves
9 June 2022

Who's Moving Where In Wealth Management? – Julius Baer, Tilney Smith & Williamson

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