Companies
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News Team on 16/04/2024
The chief investment officer (CIO) for Citi Wealth, David Bailin, will leave the firm on 15 May after 15 years to "pursue a new opportunity", according to both him and the firm
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News Team on 15/04/2024
Investment platform Third Financial has partnered with wealth manager Mountstone Partners to boost the latter's tech capabilities.
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News Team on 15/04/2024
Wealth manager MKC Wealth has appointed Dan Cowland as chief financial officer.
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News Team on 15/04/2024
Wealth manager Sarasin & Partners has promoted Subitha Subramaniam to head of investment strategy.
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News Team on 15/04/2024
Swiss private bank Julius Baer has expanded its Singapore presence with the opening of a new office, encompassing over 75,000 square feet.
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News Team on 12/04/2024
Counting down our top stories from the week...
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News Team on 11/04/2024
Titanbay, a European private markets investment platform for private banks and wealth managers, has appointed Ossama Soliman as chief executive.
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Katie Royals on 11/04/2024
ESG-focused wealth tech Etcho has added Steve Sokić as an adviser to its board.
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News Team on 11/04/2024
UK financial regulator the FCA has issued a warning noticed to Neil Woodford and Woodford Investment Management (WIM) in relation to the collapse of a £3.7 billion fund in 2019.
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Katie Royals on 11/04/2024
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.
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