News, Comment & Analysis results for Archive

People Moves
3 August 2022

Julius Baer Adds Senior Private Bankers

Serving the Middle East and Africa markets, the men are based in Geneva. They come from JP Morgan...

Financial Results
3 August 2022

HSBC's Asia Strategy Choice Under Spotlight

HSBC's profits and other figures cheered investors earlier this week, but there is chatter over...

People Moves
3 August 2022

IQ-EQ Names New Managing Director, Regional CEO Europe

The latest senior moves and appointments in Europe at global services group IQ-EQ ...

Industry Surveys
3 August 2022

Record Low Amount Of Funds Deliver Top Quartile Returns Q2 2022 – Survey

The latest Columbia Threadneedle Investments Multi-Manager FundWatch survey for Q2 2022 shows...

New Office
3 August 2022

US Alternative Investment House Creates Madrid Office

The move is a reminder that a number of wealth managers have been pushing into the Spanish market...

People Moves
2 August 2022

Who's Moving Where In Wealth Management? – Rathbones, Charles Russell Speechlys, Others

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

Compliance
2 August 2022

Compliance Corner: UK Targets Misleading Adverts

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

People Moves
2 August 2022

JTC Names Asia, Middle East And Africa Private Client Services Head

The firm has been expanding, raising almost £66 million to finance acquisitions, among other...

M and A
2 August 2022

Acquisition-Hungry Kingswood Inks Another Deal; Eyes More M&A

The London-listed wealth management group has been on an M&A spree, acquiring a number of firms...

Tax
2 August 2022

Rising UK Inheritance Tax Receipts Put Advice Under Spotlight

The UK government's tax authority has released its annual inheritance tax receipts for the...

Comment & Analysis results for Archive