Technology
3 April 2025

Digital Digest: The Latest Tech News – Infront, IQ Risk

The latest technology news in the wealth management sector in North America. ...

Fund Management
2 April 2025

Europe's Capital, Investment Sector In Flux – The Luxembourg Angle

European political leaders want more defence and infrastructure spending. There is an ageing...

People Moves
2 April 2025

Who’s Moving Where In Wealth Management? – Quilter, Ocorian 

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
2 April 2025

Amundi Positive On Bonds; European, Asian Equities Over Next Decade

European asset manager Amundi has just released its 2025 Capital Market Assumptions (CMA) report,...

M and A
2 April 2025

Deals Of The Day: The Latest In Wealth Management M&A – UBP, SG Kleinwort Hambros

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

People Moves
2 April 2025

Stonehage Fleming Names New Head Of Jersey Family Office

Jersey-headquartered Stonehage Fleming, an independently owned multi-family office, makes senior...

People Moves
2 April 2025

Azura Appoints Former Monaco Government Figure; Continues Growth

Formed in 2019, the wealth management firm, focusing on UHNW clients, has expanded to attain almost...

Asset Management
2 April 2025

What's New In Investments, Funds? – King Street, Lumyna, S64, Macquarie AM

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

Strategy
2 April 2025

UK-Based Lombard Lender Eyes Strong Growth

Following last week's seed round, and reflecting on a number of moves, the CEO of Lombard lending...

Technology
1 April 2025

Self-Service And AI Are Redefining Wealth Management – WealthTech Radar 2025

First published in 2023, the WealthTech Radar, which is released annually in cooperation with...