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Latest News


Technology - 21 August 2018

FactSet Wins Deal With Nikko AM

The deal comes a few weeks after FactSet secured an agreement with Merrill Lynch Wealth Management. ...


People Moves - 21 August 2018

UK Asset Manager CEO Departs

The firm has confirmed that a search for a replacement CEO will begin shortly. ...

Comment and Analysis


Wealth Strategies - 15 August 2018

BOOK REVIEW: The Wealth Elite

A new book examines the ultra-high net worth entrepreneurs of modern Germany, with potential lessons for wealth managers to draw on in serving them. ...


Strategy - 13 August 2018

Women In Wealth Management - A Selection Of Top Stories

This publication has published a range of features and interviews about what's being done - and what needs to be done - to give women better service as clients and to offer them improved career prospects in the ...