Corporate Strategy

Investment platform Third Financial has partnered with wealth manager Mountstone Partners to boost the latter's tech capabilities.

Wealth manager MKC Wealth has appointed Dan Cowland as chief financial officer.

Wealth manager Sarasin & Partners has promoted Subitha Subramaniam to head of investment strategy.

Swiss private bank Julius Baer has expanded its Singapore presence with the opening of a new office, encompassing over 75,000 square feet.

Titanbay, a European private markets investment platform for private banks and wealth managers, has appointed Ossama Soliman as chief executive.

ESG-focused wealth tech Etcho has added Steve Sokić as an adviser to its board.

Adam & Co is arguably one of the best-known brands in Scottish wealth management, having been operating in the country for over 40 years. For this reason, Canaccord Genuity Wealth Management UK (CGWM) has decided to keep the brand despite acquiring its investment management business in 2021.

UBS Group is reportedly in talks to swap its holding in Credit Suisse's onshore securities venture with a Beijing government investment fund to attain full ownership of its China platform.

UK private bank Hampden & Co recorded a significant increase in its pre-tax profits in 2023.

The International Stock Exchange (TISE) has reported a 28.8 percent increase in new listings in the first quarter of 2024.