New Products
9 May 2022

What's New In Investments, Funds? – HSBC, Muzinich & Co

The latest news on investment offerings, financial products and other services relevant to wealth...

People Moves
6 May 2022

EXCLUSIVE: Credit Suisse In UK Adds To Lending Team

The portfolio manager, who is taking up a new role working in the UK lending team, is based in...

ESG
6 May 2022

The ESG Phenomenon: UK Watchdog Reportedly Frowns On HSBC

The latest developments and controversies in ESG. ...

M and A
6 May 2022

Deals Of The Day: The Latest In Wealth Management M&A – Saffery Champness, Holdun Trust

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

People Moves
6 May 2022

Rockefeller Family Member Joins Asia-Focused Investment House; MD Named

The Sylvan Group was founded in 2019 after members of the Hyundai and Rockefeller families and Asia...

New Products
6 May 2022

What's New In Investments, Funds? – JP Morgan Asset Management

The latest news on investment offerings, financial products and other services relevant to wealth...

Company Profiles
6 May 2022

A Deep Dive Into Wealth Planning, Client Needs At RBC Wealth Management

This news service interviews senior figures at the bank's new offices in the City about what...

People Moves
5 May 2022

Boutique UK Private Bank Names New CFO As Predecessor Retires

The new CFO is taking over from the man who had been in the post since 2011, playing a central role...

Industry Surveys
5 May 2022

Investors Confident Despite War, Inflation Concerns

A new UBS investor sentiment survey shows that investors fear the impact of the war in Ukraine on...

Industry Surveys
5 May 2022

EXCLUSIVE: Client Satisfaction Up In UK Wealth Industry

Latest survey results from professional services firm Aon show that client satisfaction rose in the...