M and A
1 April 2022

Deals Of The Day: The Latest In Wealth Management M&A – Highvern, Noble Trust

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

Surveys
1 April 2022

Rising Inflation, Ukraine Crisis Hit Global Investor Sentiment

Geopolitics, surging energy and other prices spooked investors in all major developed regions...

Offshore
1 April 2022

Claims Over European "Tax Havens" Swirl Amid Sanctions

A firm specialising in AML work has seized on the crackdowns against Russian oligarchs to say how...

Technology
31 March 2022

Why “Features First” And “Stand Alone” Is Entirely The Wrong Approach To Improving Your CRM

CRM upgrades are happening at pace across the industry, but wealth managers should be careful not...

People Moves
31 March 2022

Who's Moving Where In Wealth Management? – Rothschild & Co, IQ-EQ

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

Reports
31 March 2022

Citigroup Names Wealth, Strategic Investments Group Head

The move comes at a time when the US banking group has been pivoting towards wealth management as a...

WM Market Reports
31 March 2022

Personalise Wealth Services To Stay Competitive, Report Urges

How to cover a wide number of clients efficiently without losing a personal touch? The answer, so a...

People Moves
31 March 2022

Former Senior Coutts Manager Takes Up Asia-Pacific Role

The new chairman, APAC, for the firm has served in senior roles at Coutts in Asia. ...

Awards
31 March 2022

EXCLUSIVE: Winners Of The Tenth Annual WealthBriefing European Awards 2022

Here are the winners of this year's annual WealthBriefing European Awards. Congratulations to all...

Compliance
31 March 2022

UK Regulator Names Greensill In GIML Fines Case

The FCA said it was not able to name Greensill Capital as a party in the matter until now....