News, Comment & Analysis results for Archive

New Products
3 June 2026

What’s New In Investments, Funds? – Nordea AM, Spiro, PGIM

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

Surveys
3 June 2026

Many Making Retirement Trade-Offs To Fund University Costs

One in four expect to retire on a lower standard of living, new research from UK wealth manager...

Surveys
3 June 2026

Geopolitical Risk, Tax Top Concerns For UK Advisors – Schroders UK Financial Advisor Pulse Survey

Schroders has released its latest UK Financial Advisor Pulse Survey 2026 which shows that client...

Investment Strategies
3 June 2026

Indosuez WM Upbeat On US, Emerging Market Equities, Driven By Tech

Together with other wealth managers, Paris-headquartered Indosuez Wealth Management outlines its...

New Products
2 June 2026

What’s New In Investments, Funds? – CargoX, BlueFive Capital, Cosmos

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

People Moves
2 June 2026

Senior Management Changes At Evelyn Partners

The changes will come into effect on completion of NatWest Group’s acquisition of Evelyn Partners...

Surveys
2 June 2026

Switzerland Top Wealth Destination, Despite Taxes

Among the reasons for Switzerland remaining a preferred wealth destination – despite lower-tax...

Investment Strategies
2 June 2026

Spotlight On UK Gilt Market

Although a number of wealth managers have recently reduced their exposure to UK gilts, Swiss...

People Moves
2 June 2026

Who’s Moving Where In Wealth Management? – Aberdeen Investments, iCapital

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Market Research
1 June 2026

UK Portfolios Remain Equity-Led; Allocations To Fixed Income Up – Janus Henderson Report

According to the third edition of asset manager Janus Henderson’s Portfolio Portrait report, UK...

Comment & Analysis results for Archive