New Products
23 November 2023

What's New In Investments, Funds? – BlackRock, WisdomTree

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

People Moves
22 November 2023

India's 360 ONE Wealth Names CEO For HNW Business

The Mumbai-headquartered group has made a number of appointments as it continues to develop. ...

Emerging Markets
22 November 2023

Playing India's Growth Story – In Conversation With Ocean Dial

A country that continues to press its case as a major investment opportunity is India. We talk to a...

People Moves
22 November 2023

Fidelity International's Anne Richards Becomes Vice Chair, Departs CEO Slot

During her term as CEO, assets managed by Fidelity grew significantly, to $714.3 billion. ...

Strategy
22 November 2023

Book Review: The Great Transition, By Emmanuel Daniel

This news service takes a look at a new book that argues that the world is going through the...

People Moves
22 November 2023

SSGA Names New EMEA Head

There's a new head of EMEA at the US-headquartered organisation that collectively oversees $3.69...

People Moves
22 November 2023

Succession Wealth Names New Head Of M&A

Succession Wealth makes senior hire, as part of its growth plan after Aviva bought it last year. ...

Surveys
22 November 2023

UK Investors To Diversify Portfolios Over Economic Fears – Survey

The FCA-regulated investment platform Shojin has just released a survey among 2,000 UK adults,...

M and A
21 November 2023

Deals Of The Day: The Latest In Wealth Management M&A – Hawksford, Paradigm

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Financial Results
21 November 2023

Assets Under Management Rise At Julius Baer

The Swiss bank issued an update on its financial performance, saying it logged "solid" performance...