Compliance
6 May 2025

Compliance Corner: FINMA Frets Over Outsourcing AI

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

People Moves
6 May 2025

"Life Planning" Thought Leader Swaps Massachusetts For UK

George Kinder is a prominent figure in what he calls the Life Planning approach that extends the...

People Moves
6 May 2025

Who's Moving Where In Wealth Management? – Evelyn Partners

The latest senior appointments in the UK, the rest of Europe, the Middle East and select...

People Moves
6 May 2025

HSBC Begins Hunt For New Chair

The Hong Kong/UK-listed bank has announced that its current chairman is stepping down at the end of...

People Moves
6 May 2025

Warren Buffett To Retire At End Of Year

The Omaha-based investment figure who has spent more than half a century in the trenches of the...

Investment Strategies
6 May 2025

Investment Managers Smile On Fixed Income, Amidst Tariff Turmoil

After US President Donald Trump imposed sweeping tariffs on imports to the US, causing extreme...

ESG
5 May 2025

Spotlight On Sustainable Investing, Natural Capital – Mirova

Despite increasing challenges, ESG-focused funds and sustainable practices continue to remain in...

Industry Surveys
2 May 2025

Operating Profit Rises Strongly At Coutts In Q1 Vs Year Ago

Total assets under management rose from a year ago. ...

Real Estate
2 May 2025

Private Wealth Flexes Its Commercial Real Estate Muscles; Americas Shine – JLL

The Americas – and the US in particular – stood out in attracting private wealth transactions...

Asset Management
2 May 2025

What's New In Investments, Funds? – SimCorp

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