People Moves
28 February 2024

Who’s Moving Where In Wealth Management? – Progeny, Hunters Law

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

People Moves
27 February 2024

Pictet Creates Research Institute

The Swiss private bank has announced that it is launching an institute to probe and research the...

Investment Strategies
27 February 2024

Evelyn Reshuffles Asset Allocation, Smiles On US Stocks, UK Government Bonds

The UK wealth management firm updates investors on how it has changed its investment stance. One...

People Moves
27 February 2024

Utmost Wealth Solutions Names New Spain, Latin America Wealth Solutions Head

The firm specialises in areas such as life assurance structures. ...

Financial Results
27 February 2024

Rebranded LLB Group Notches Up Higher Profits, Inflows

The business, which has wrought a series of changes, including a new brand, has also grown by...

Compliance
27 February 2024

FATF Removes Four Jurisdictions, Including UAE, From Its Compliance "Grey List"

With reputations on the line, being removed from the list is an achievement that such...

Surveys
27 February 2024

Global Recession Avoided In 2024 – Franklin Templeton Survey

The latest Franklin Templeton Institute Global Investment Management Survey highlights the...

Wealth Strategies
26 February 2024

Warren Buffett Highlights Japanese Moves; Pays Tribute To Charlie Munger

The annual letter to Berkshire Hathaway shareholders is often closely read for insights from the...

Fund Management
26 February 2024

For This Innovation-Focused Fund Manager, Defence Is On The Menu

A controversial topic, defence as an investable asset class has become more prominent because of...

Strategy
26 February 2024

RBC WM Maintains Overweight Position In Japanese Equities

The Nikkei 225 just passed its record high reached 34 years ago, despite the Japanese economy being...