Investment Strategies
27 January 2023

India's Adani Hits Back At Short-Seller's Attack

The story sheds light on the ways that short-sellers seek to profit by targeting organisations...

Strategy
27 January 2023

OPINION OF THE WEEK: Wealth As A Service: Looking Beyond “Crazy Rich Asians”

The author of this opinion piece explores the promise and challenges of serving mass-affluent...

People Moves
27 January 2023

Who’s Moving Where In Wealth Management? – ALFI, Aaro Capital, Praetura

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

ESG
27 January 2023

Focus On 2023 Outlook For Sustainable Investors – Downing

Roger Lewis, head of ESG at Downing, a sustainable investment manager, outlines what 2023 is likely...

M and A
26 January 2023

Indosuez Wealth Management Acquires Most Of Wealth Dynamix

The transaction extends collaboration between the firms that started in 2019. ...

Industry Surveys
26 January 2023

Redefining Wealth In Family Businesses – KPMG Report

KPMG Private Enterprise has released a new report this week – Redefining wealth in business...

WM Market Reports
26 January 2023

Accelerating Tech Adoption, Challenges For Wealth Managers – Webinar

This news service was joined by three figures in the tech and wealth industry for a recent webinar....

Financial Results
26 January 2023

GAM Warns Of 2022 Loss

Weaker markets have hit the firm's total assets under management. Its net loss for 2022 is expected...

Compliance
26 January 2023

Compliance Corner: FCA Starts Case Against Alleged Money Launderers, Insider Dealers

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

New Products
26 January 2023

What’s New In Investment, Funds? – BNY Mellon

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