Client Affairs
17 October 2024

UK Inflation Falls Below Target – Wealth Managers React

After UK inflation fell in September to below the Bank of England’s target, wealth managers...

New Office
17 October 2024

New Swiss Wealth Manager Takes Flight

The wealth manager was founded by François Savary and Cédric Mondada, two experts in Geneva's...

M and A
17 October 2024

Deals Of The Day: The Latest In Wealth Management M&A – ACA Group, Effecta

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

Investment Strategies
17 October 2024

Fidelity International's Special Values Fund Likes Banks; Beats Drum For Value

The UK-listed trust, which at the end of August had total assets of £1.232 billion ($1.62...

New Products
17 October 2024

What’s New In Investments, Funds? – Carne Group, WTW, Robeco, Others

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

Alt Investments
17 October 2024

BNP Paribas Leans Into Evergreen Investment Approach

The launch is another example of wealth managers making it easier for investors to enter markets...

People Moves
16 October 2024

Who's Moving Where In Wealth Management? – Continuum, EFG AM, Ogier

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

Financial Results
16 October 2024

Citigroup's Wealth Arm Produces Punchy Q3 Income Result

The division containing a variety of business lines such as private banking and the Citigold...

Investment Strategies
16 October 2024

EXCLUSIVE: Mediolanum Smiles On Fixed Income; Diversified Approach

Investment managers at Mediolanum International Funds discussed their latest asset allocation and...

New Products
16 October 2024

What’s New In Investment, Funds? – LGT Capital Partners, DWS, Fidelity

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