News, Comment & Analysis results for Archive

Investment Strategies
18 December 2025

EXCLUSIVE: Oakglen Wealth Explains European Overweight, US Equity Underweight; Asian Tech

Dominic Tayler, UK managing director at Oakglen Wealth, a wealth manager with offices in London and...

M and A
18 December 2025

Summary Of Major Wealth Management, Private Bank M&A Deals For 2025

Among the standout deals in another busy year for M&A, was Corient's purchase of two UK-based...

Technology
17 December 2025

Citigroup, LSEG Forge Multi-Year Pact

The financial data and infrastructure group will support workflows across Citigroup, including...

People Moves
17 December 2025

Luxembourg’s Quintet Names New Group CEO

The firm said that the new CEO, who has proven his ability to design and successfully implement...

People Moves
17 December 2025

Who’s Moving Where In Wealth Management? – Arbuthnot Latham, Columbia Threadneedle Investments

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

Investment Strategies
17 December 2025

UK's Rathbones Favours US, Asian, UK Equities

UK Rathbones Asset Management’s fund managers share their outlook for 2026, being cautiously...

New Products
17 December 2025

EXCLUSIVE: Altana Wealth Targets China’s Real Estate

Altana Wealth, a specialist fund manager focused on delivering alpha from niche strategies...

New Products
17 December 2025

What’s New In Investments, Funds? – Universal Investment Group, Muzinich & Co, SMBC

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

Fund Management
17 December 2025

EXCLUSIVE: Scharf Investments Stresses ETF Benefits

After California-headquartered Scharf Investments’ launched two exchange-traded funds in August,...

People Moves
16 December 2025

UBS Makes Tech, Operational C-Suite Changes

The changes come at a time when the bank, like many of its peers, has had to tackle the challenges...

Comment & Analysis results for Archive