News results for Archive

People Moves
22 November 2023

SSGA Names New EMEA Head

There's a new head of EMEA at the US-headquartered organisation that collectively oversees $3.69...

People Moves
22 November 2023

Succession Wealth Names New Head Of M&A

Succession Wealth makes senior hire, as part of its growth plan after Aviva bought it last year. ...

22 November 2023

UK Investors To Diversify Portfolios Over Economic Fears – Survey

The FCA-regulated investment platform Shojin has just released a survey among 2,000 UK adults,...

M and A
21 November 2023

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

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

Financial Results
21 November 2023

Assets Under Management Rise At Julius Baer

The Swiss bank issued an update on its financial performance, saying it logged "solid" performance...

People Moves
21 November 2023

Who's Moving Where In Wealth Management? – Jupiter, Openwork, Evelyn Partners

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

Financial Results
21 November 2023

Investec's UK Operations Profits Up In 2023

Investec has just reported a 41 per cent increase in UK adjusted operating profit. ...

People Moves
21 November 2023

Stonehage Fleming Appoints Head Of Family Office Guernsey

The head of this business area in Guernsey has been in the financial services sector for more than...

People Moves
21 November 2023

Change At Top Of UBS In Jersey

There's a new boss in town at the Jersey business of UBS's wealth arm. ...

21 November 2023

St James's Place Revamps Funds, Fees After New UK Consumer Duty Bites

The London-listed firm is one of the most prominent examples of a wealth manager to have changed...

Comment & Analysis results for Archive

9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...

6 February 2023

An Economic Era Of Data Democratisation?

The author of this article talks about the economic background of inflation and economic...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...