Statistics
10 January 2025

Inflation Weighs On Private Client Portfolio Performance In 2024 – ARC

Private client investment portfolios are back where they were in 2021, showing how inflation dented...

People Moves
9 January 2025

Change At Top For UK's Findlay Park Partners

The firm specialises in North American equities and runs one fund that concentrates solely on North...

ESG
9 January 2025

The ESG Phenomenon: Candriam

The latest developments in areas such as ESG investing and impact investment. ...

People Moves
9 January 2025

Partners Capital Unveils Promotions, Raft Of Appointments

The firm looks after more than $60 billion in AuM for client groups such as family offices. ...

Compliance
9 January 2025

Compliance Corner: British Virgin Islands' New Beneficial Ownership Rules

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

Investment Strategies
9 January 2025

Standard Chartered Prefers US, Chinese, Indian Equities, Gold In 2025

Details of Standard Chartered’s chief investment office Outlook 2025 report show how investors...

Technology
9 January 2025

UK "Bank For Fintechs" Eyes Further Wealth Sector Growth

Last autumn, the firm opened its platform to UK fintechs and concluded its early-access programme....

New Products
9 January 2025

What’s New In Investment, Funds? – Amundi, First Eagle Investments, Ossiam

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

M and A
8 January 2025

Julius Baer Sells Domestic Brazilian Wealth Business

The Swiss private bank said the deal will be accretive to its capital, and subject to customary...

People Moves
8 January 2025

Schroders Names New Chief Investment Officer Of Schroder Investment Solutions

The new CIO brings a wealth of knowledge and experience to the role that will significantly...