People Moves
16 April 2025

Raymond James WM, Charles Stanley Name Interim CEO

UK wealth manager Charles Stanley and Raymond James Wealth Management (RJWM), part of the wider...

New Products
16 April 2025

What’s New In Investments, Funds? – Van Lanschot Kempen, Quilter, Pantheon, Saxo

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

M and A
16 April 2025

IQ-EQ Agrees Acquisition In Australia, New Zealand

AMAL Group will, subject to regulatory approval of the transaction, be rebranded under the IQ-EQ...

Alt Investments
16 April 2025

US-Headquartered CAIS Builds Capital Markets Division

CAIS is is one of several firms, such as iCapital (US) and Moonfare (Germany) that have opened...

People Moves
16 April 2025

Who’s Moving Where In Wealth Management? – Lombard Odier, AXA, Johnston Carmichael

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

Technology
15 April 2025

Accenture Invests Into Content Engagement Tech Firm

GoUpscale is a firm that works with wealth managers in Asia. It takes traditional materials such as...

Client Affairs
15 April 2025

Yorkshire County Cricket Club Teams Up With Titan Wealth

Titan Wealth, a vertically-integrated business offering custody, platform, discretionary fund...

M and A
15 April 2025

Deals Of The Day: The Latest In Wealth Management M&A – Benchmark, Oculus

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

Investment Strategies
15 April 2025

Financial Advisors Lean Into Private Markets Despite Challenges

The Adams Street Partners 2025 Advisor Outlook highlights rising demand for access to private...

New Products
15 April 2025

Standard Chartered Targets Sport's Investment Charms

Standard Chartered unveils sports investing opportunities for high net worth clients. ...