M and A
20 January 2025

Alternative Investments Platform Acquires Onboarding Solutions Firm

Giving its rationale for the deal, iCapital says there's a pressing need to make onboarding less...

Financial Results
20 January 2025

Quarterly Net Income Rises At Bank Of America's Wealth, Investment Arm

As it has done in its recent quarterly results, last week Bank of America spelled out the level of...

People Moves
20 January 2025

Who’s Moving Where In Wealth Management? – Brown Shipley, Moonfare, Allfunds

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

Wealth Strategies
17 January 2025

Natixis IM Positive On US Equities, Alternatives, Gold In 2025

Julien Dauchez, head of portfolio consulting and advisory, and Cecile Mariani, head of global...

People Moves
17 January 2025

Universal Investment Group Names New Luxembourg Country Head, CEO

The new CEO will be responsible for increasing growth for UI’s Luxembourg platform, which has...

Investment Strategies
17 January 2025

Evelyn Partners Outlines Five Top "Trump Cards" For Investors

Daniel Casali, chief investment strategist at UK wealth manager Evelyn Partners, shares his...

People Moves
17 January 2025

French Asset Manager LFDE Names New CIO

The new CIO at the Paris-based asset manager has nearly 25 years' experience in the sector. ...

People Moves
17 January 2025

GSB Names New Chief Operating Officer

Ex-Fry group and Sanlam figure joins wealth and financial planning firm in London as growth...

New Products
17 January 2025

What’s New In Investments, Funds? – Downing, Franklin Templeton, WisdomTree

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

Financial Results
16 January 2025

Wealth Results Sharply Improve At Citigroup

The headline figure for Citigroup's wealth business showed that the US lender ended 2024 on a...