Strategy
22 May 2024

JP Morgan's Dimon Signals Looming Departure – Media 

The CEO – holding the spot since 2006 – has talked about his own final stages of a career that...

New Products
22 May 2024

What’s New In Investments, Funds? – Allspring Global Investments

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

People Moves
22 May 2024

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

The latest senior moves, appointments and personnel changes for the UK, rest of Europe, and select...

People Moves
22 May 2024

Franklin Templeton Makes Leadership Changes

California-based investment manager Franklin Templeton revamps its distribution leadership teams to...

Technology
22 May 2024

EXCLUSIVE: Tech Automation Holds Rich Wealth Management Promise – In Conversation With FNZ

This news service speaks to one of the firms that has delved into what advisors think AI and other...

ESG
22 May 2024

UK Private Investment Office Secures Coveted B Corp Status

Firms must continuously prove their credentials in these areas. Despite pushback on ESG in the...

Surveys
22 May 2024

It's True – AI Really Does Boost Financial Sector's Productivity

A new PwC study analysing AI's impact on jobs, skills, wages, and productivity suggests that AI...

Surveys
21 May 2024

Affluent Asian Parents Look Abroad For Education, Flinch At Cost – HSBC

Banks such as HSBC know that affluent/HNW clients look to them for advice about the financial...

Asset Management
21 May 2024

What's New In Investments, Funds? – Alumia, Chikara

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

People Moves
21 May 2024

Lloyds Names New MD, Head Of Asset, Wealth Managers

The newly-formed role is within the UK bank's corporate and institutional business. Separately, two...