Regions

Companies | 2 Dec 22

JP Morgan PB invests in two Swiss fintech firms

To bolster its digital offering for UHNW clients across Europe, Middle East, Latin America and Asia

Africa | 2 Dec 22

PEOPLE MOVES: Wealth Wizards, Janus Henderson, Indosuez WM

Advice tech firm names CEO, as asset manager makes c-suite change

Companies | 1 Dec 22

Tavistock offloads research firm bought six months ago

Business sold for £3m – the same price paid for it in May 2022

Companies | 1 Dec 22

SJP partner firm makes fifth acquisition

Deal sees assets under management exceed £435m

Companies | 1 Dec 22

Global advice company obtains Belgium licence

Firm can now provide services to clients across the EU