New Office
7 June 2022

Julius Baer Plans Qatar Advisory Office

Although the bank has been simplifying part of its portfolio of businesses and streamlining...

Market Research
6 June 2022

Lack Of Support Network Hinders Women In Business

Business consultancy QU has commissioned a study to gain a better understanding of the lack of...

M and A
6 June 2022

Canaccord Genuity WM In UK Completes Punter Southall Wealth Deal

The highly fragmented sector is witnessing a mass of deals, not just in the UK but also in...

People Moves
6 June 2022

Who's Moving Where In Wealth Management? – Vanguard, JTC

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

M and A
6 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. ...

People Moves
6 June 2022

Ince Expands Presence In Greece

The Ince Group plc, an international law firm, has increased its presence in Greece with seven new...

Client Affairs
6 June 2022

Top Tips To Teach Children About Money

Kate Howells, wealth manager at BRI Wealth Management plc, discusses how to teach children about...

M and A
6 June 2022

Julius Baer Spins Off Wealth Business Via MBO

Julius Baer, which operates in a number of jurisdictions, said the MBO was part of a process to...

M and A
6 June 2022

Citigroup Completes Australian Consumer Banking Exit

The business that has been sold to NAB in Australia includes wealth management. Citigroup is in the...

Market Research
3 June 2022

Study Pinpoints Investment Confidence Gap Between Men, Women

A new study from London-based behavioural finance experts Oxford Risk looks at men and women’s...