Compliance
16 January 2025

Financial Regulators Turn Up Heat On Miscreants

The reports looked at a range of different types of financial misconduct, failure and outright...

Investment Strategies
16 January 2025

Stonehage Fleming Positive On US Equities In 2025, Cautious On Europe, China

Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming, advisor to families and...

People Moves
16 January 2025

Who’s Moving Where In Wealth Management? – 7IM, Periskop Partners, Appleby

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

People Moves
15 January 2025

Brown Advisory Names New Co-Chief Executive

US-based investment manager Brown Advisory, which has about $170 billion in assets under...

Surveys
15 January 2025

Personalisation Of Wealth No Longer A Niche Play – MSCI

The days when closely tailored investment and wealth services were for those at the top of the...

People Moves
15 January 2025

UBP Appoints Market Head For Philippines

The Swiss private bank said the Philippines has always been a market it wants to grow as part of...

People Moves
15 January 2025

Summary Of Executive Moves For Global Wealth Management – November 2024

A roundup of moves in the world's wealth management industry. There were a number of senior changes...

Surveys
15 January 2025

Advisors Prioritise Diversification; Lean Into Private Markets – Blackstone Survey

The survey of advisors finds that what they and their clients are most focused on is spreading...

Investment Strategies
15 January 2025

EXCLUSIVE: Muzinich Optimistic About Europe’s High Yield Market In 2025

Jamie Cane, high yield portfolio manager at UK-based Muzinich & Co, a privately owned investment...

People Moves
14 January 2025

Who’s Moving Where In Wealth Management? – Theta Capital, Bentley Reid

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