News, Comment & Analysis results for Archive

Investment Strategies
20 November 2024

Amundi Favours Emerging Markets In 2025

European asset manager Amundi has just released its 2025 Investment Outlook, highlighting that...

New Office
20 November 2024

Canaccord Wealth Bolsters Guernsey Presence

Canaccord Wealth, a UK integrated wealth manager, opens new office. ...

Tax
20 November 2024

Spotlight On UK Agriculture Inheritance Tax Hikes

After farmers gathered in London this week to protest against the government's inheritance tax...

People Moves
20 November 2024

Julius Baer Targets St Gallen

Zurich-headquartered private bank Julius Baer makes senior hires. ...

New Office
20 November 2024

Rothschild & Co Opens Dubai Office

The firm’s announcement comes at a time when several firms have been setting up shop in Dubai and...

People Moves
20 November 2024

Who’s Moving Where In Wealth Management? – Rathbones AM, Maven Capital Partners, Others

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

Investment Strategies
20 November 2024

Apricus Finance Eyes Near-Term Portfolio Shifts, Mulls Trump Victory Impact

The Switzerland-based external asset manager gives an update on how it is setting up its portfolios...

WM Market Reports
20 November 2024

Global Wealth, Asset Management AuM To Reach $171 Trillion By 2028

Perhaps inevitably, the topic of AI looms large in this survey of wealth and asset management...

M and A
20 November 2024

Deals Of The Day: The Latest In Wealth Management M&A – JTC, FFP, Succession Wealth, True Wealth

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

Strategy
19 November 2024

UBS Wants New US Banking Licence – Media

The Zurich-listed bank is reportedly looking at how it can extend its range of services in the US. ...

Comment & Analysis results for Archive