News, Comment & Analysis results for Archive

People Moves
21 May 2025

Who’s Moving Where In Wealth Management? – Imperium Group, Rockwood AM

The latest moves, appointments and personnel changes among wealth management and related...

WM Market Reports
21 May 2025

Most Wealth Clients Content With Providers, But Significant Minority Aren't Happy – EY Study

EY has cast its eye in an annual report on what clients think of wealth management – such as a...

M and A
21 May 2025

IQ-EQ Makes "Strategic Acquisition"

The acquired business, previously owned by a private equity house, concentrates on serving clients...

New Products
21 May 2025

What’s New In Investments, Funds? – Columbia Threadneedle Investments, BNP Paribas AM

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

People Moves
20 May 2025

Who's Moving Where In Wealth Management? – Sparrows Capital

The latest moves, appointments and personnel changes in the UK, continental Europe, Middle East and...

M and A
20 May 2025

Finastra Agrees To Spin Off Treasury, Capital Markets Arm

Finastra, which is headquartered in London and with offices in jurisdictions including the US and...

Client Affairs
20 May 2025

Wealth Managers React To UK-EU Trade Deal

After the UK and the EU agreed on a new trade deal – five years after Brexit – wealth managers...

Fund Management
20 May 2025

ETF Inflows Hit The Heights

Whatever the turbulent markets might suggest, the inflow to the exchange-trade funds industry in...

Surveys
20 May 2025

Private Market Investors Fret Over Tariffs, Geopolitics – Moonfare Survey

As well as a report on this survey, we recently spoke to Dr Steffen Pauls of Moonfare about private...

People Moves
20 May 2025

Schroders Names New Head Of UK Wealth

The new head of UK wealth for its asset management division has been with Schroders for more than...

Comment & Analysis results for Archive