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...

People Moves
1 April 2025

Who's Moving Where In Wealth Management? – Legatum, GAM, Gramercy

The latest moves, appointments and personnel changes in the UK, Europe, Middle East and select...

Surveys
1 April 2025

As Life Expectancy Rises, People Are Not Ready – Fidelity International

Fidelity International has just released a study on future investment trends – conducted between...

People Moves
1 April 2025

Aberdeen Investments Names New Chief Client Officer

The new hire is succeeding Xavier Meyer, following Meyer's recent promotion to CEO at Aberdeen...

M and A
1 April 2025

Deals Of The Day: The Latest In Wealth Management M&A – Quanta Group, Evelyn Partners

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

New Office
1 April 2025

Canaccord Wealth Targets Newcastle

UK wealth manager Canaccord Wealth has opened a new office, highlighting how UK and international...

New Products
1 April 2025

What’s New In Investments, Funds? – River Road, Vanguard, Janus Henderson, Others

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