M and A
22 July 2022

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

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

People Moves
22 July 2022

Who's Moving Where In Wealth Management? – Canaccord Genuity Wealth Management, Chase Buchanan Wealth Management, Others

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

Industry Surveys
22 July 2022

Recession Is Inevitable This Year – Natixis Survey

The Natixis Center for Investor Insight has released a mid-year survey, revealing that recession...

Client Affairs
22 July 2022

Exclusive: Increasing Investment Opportunities In 2022 – Alpha Blue Ocean

As Alpha Blue Ocean, an alternative finance specialist family office, celebrates its fifth...

M and A
21 July 2022

Evelyn Partners Streamlines Fund Due Diligence Information

UK wealth management and professional services group Evelyn Partners has partnered with Door, the...

Investment Strategies
21 July 2022

Go For Quality Stocks In Troubled Times – Lombard Odier

Equity markets have fallen and the economic news remains difficult. In such an environment, the...

People Moves
21 July 2022

Oak Group Appoints Managing Director In Jersey

The latest moves and appointments at Oak Group in Jersey. ...

M and A
21 July 2022

FNZ Expands Swiss Footprint With Another Acquisition

The organisation has already been adding to its Swiss business lines, and this acquisition...

M and A
21 July 2022

Deals Of The Day: The Latest In Wealth Management M&A – One Four Nine Group

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

ESG
21 July 2022

Get Ready For European Union ESG Suitability – Avaloq

When wealth managers check investments for suitability, environmental, social and governance issues...