New Products
13 October 2023

What’s New In Investments, Funds? – Schroders

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

People Moves
13 October 2023

Who's Moving Where In Wealth Management? – GAM

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

People Moves
13 October 2023

Canaccord Genuity WM Rejigs CIO Leadership After Acquisition

The change comes after the business bought Punter Southall in late 2021. The role of chief...

New Office
13 October 2023

Charles Russell Speechlys Launches Private Office

The firm says that this "new pioneering initiative" will cater for the changing demands of global...

People Moves
12 October 2023

UHNW-Focused Banker Departs Union Bancaire Privée

The banker, who concentrates on areas such as UHNW clients in emerging markets, had previously...

WM Market Reports
12 October 2023

Ranks Of "Centi-Millionaires" Grow In 2023

The wealth sector has another term to conjure with – "centis." "Centi-millionaires" are growing...

New Products
12 October 2023

CFA Institute Launches DEI Code For UK Investment Industry

Advocates of such initiatives say that there is a need to change the wealth management sector and...

M and A
12 October 2023

Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Prism

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

Strategy
12 October 2023

European Asset Manager Loses "Truffle" Name In Makeover

In a move that might make some lovers of fine food a little sad, the European asset management...

Market Research
12 October 2023

Sub-Advisory Funds Continue To Grow – Mediolanum

Mediolanum International Funds (MIFL) has released an AllFunds Data Analytics 2023 report...