People Moves
13 May 2022

Who's Moving Where In Wealth Management? – IQ-EQ

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

People Moves
13 May 2022

Quintet Private Bank Appoints Chris Allen As Group CEO

Quintet Private Bank has named Chris Allen, former HSBC head of global private banking, EMEA, as...

Family Office
13 May 2022

Single-Family Offices Fret Over Transparency, Data Demands – EY

The pace of regulatory change continues to change and with it demands – not always wise – for...

M and A
13 May 2022

Deals Of The Day: The Latest In Wealth Management M&A – Kingswood, Vincent & Co Ltd

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

People Moves
13 May 2022

Raymond James Expands To Cornwall

Raymond James Investment Services Ltd is opening a new branch in Cornwall. ...

M and A
13 May 2022

Deals Of The Day: The Latest In Wealth Management M&A – Emigrant Partners, Koda Capital

The latest merger and acquisition deals in the Asia wealth management arena. ...

People Moves
13 May 2022

Summary Of Executive Moves In Global Wealth Management – March 2022

A summary of moves and appointments in senior wealth management roles around the world. ...

Industry Surveys
12 May 2022

Hybrid Working Increases Financial Sector Burnout – Survey

A new study by LemonEdge examines the impact that working from home and hybrid working has had on...

People Moves
12 May 2022

Who's Moving Where In Wealth Management? – Columbia Threadneedle Investments

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

Technology
12 May 2022

Northern Trust, Fenergo Ink Onboarding Pact

The partnership focuses on private capital funds, a fast-growing area creating specific...