Company Profiles
27 May 2022

Regional UK Wealth Firm Mulls Inflation, Clients' Financial Complexities

We talk to an example of a substantial regional UK wealth management firm that earns a good living...

Strategy
27 May 2022

Lombard Odier Forges Australian Partnership

Partnerships, which continue to flourish in Asia, are ways for firms to obtain market reach and...

People Moves
27 May 2022

Deutsche's Private Bank Adds To Americas Team

The international private banking arm of the German lender has made a number of hires in the Bay...

People Moves
27 May 2022

Who's Moving Where In Wealth Management? – IQ-EQ, River And Mercantile, Seddons

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

Asset Management
26 May 2022

Exclusive: GQG Explains How It Bucked Negative Equity Performance Trend

Mark Barker, managing director at asset manager GQG Partners, outlines key reasons behind their...

Alt Investments
26 May 2022

iCapital Continues Expansion With Acquisition

The ascent of firms such as iCapital speaks to the rise in popularity of alternative investments...

People Moves
26 May 2022

Who's Moving Where In Wealth Management? – Momentum Multi-Asset Value Trust plc, Allspring Global Investments

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

Alt Investments
26 May 2022

AssetTribe Launches Alternative Asset Investment Platform

The digital platform aims to satisfy rising demand for exposure to alternative assets from...

M and A
26 May 2022

Deals Of The Day: The Latest In Wealth Management M&A – NFP, Simon Shirley Advisors, Others

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

Market Research
26 May 2022

Spotlight On Cost-Of-Living Crisis

As the cost of living and taxation surge, Katherine Arthur from accountancy firm Haysmacintyre LLP...