News, Comment & Analysis results for PRA
Spotlight On Sustainable Investing, Natural Capital – Mirova
Despite increasing challenges, ESG-focused funds and sustainable practices continue to remain in...
Private Clients Prioritise Future Generations’ Financial Security
STEP – the industry group for trust and estate practitioners worldwide – has issued a report...
Close Brothers Reports Statutory Loss
The UK financial group has offloaded its asset management business, raised regulatory capital by...
The Tools For Protecting Clients' Reputations
We talk to a wealth management firm and online reputation agency about the task of protecting...
Advisors Must Wise Up To Insurance's Power In Easing Inheritance Tax Pain
Life insurance is a well established market and yet under-appreciated as a means of settling tax on...
Digitisation – Shaping The Next Evolution In The WM Industry
Although some European firms are leaders in digitally transforming their operations, there is a...
Assets Rise At UK's Quilter, Inflows Gain
Among other points, the UK firm said it expects to give an update on a review about historical data...
Managing Operational Risk And Outsourcing In Financial Services
Recent episodes such as the CrowdStrike outage of summer 2024 highlight that financial entities...
Change At Top Of UK's Close Brothers
Stepping down to focus on his health, the departing CEO at the UK banking and financial services...
Summary Of Wealth Management-Related MBAs, Post-Graduate Courses
Here is an updated list of various courses, mostly of postgraduate and MBA level, that are relevant...