Client Affairs
5 July 2022

Julius Baer Reaches Settlement Over Legacy Litigation Case

Julius Baer said it welcomed resolution of the dispute, clearing up another legacy issue and...

M and A
5 July 2022

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

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

People Moves
5 July 2022

Who's Moving Where In Wealth Management? – Quilter, Vermeer Partners, Downing, Others

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

Wealth Strategies
5 July 2022

When Did Bond Markets Get So Interesting?

Bond markets have become more attractive in certain areas amid a broad selloff to a number of...

Surveys
4 July 2022

Advisors Predict AuM Growth, But Business Gets Tough – Natixis Survey

Years of rising markets have become taken as the norm by many investors, and advisors have a task...

Awards
4 July 2022

Launch Of Third Swiss WealthBriefing EAM Awards

The third annual cycle of the awards programme is going ahead, culminating in a gathering in Zurich...

Financial Results
1 July 2022

Kingswood Holdings Posts Record Results In 2021

Wealth manager Kingswood Holdings has released positive financial results for 2021, showing record...

People Moves
1 July 2022

Who's Moving Where In Wealth Management? – Deutsche Bank, Russell-Cooke

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

WM Market Reports
1 July 2022

Investments That Thrive In Inflationary Environment – Julius Baer

As the world grapples with high inflation and a war in Europe, Swiss bank Julius Baer has released...

Market Research
1 July 2022

Brown Shipley Cuts Through Gloom For Long-Term Opportunities

Wealth Manager Brown Shipley outlined its midyear investment outlook at a media event in London...