People Moves
28 February 2025

Switzerland's Vontobel Names Americas Private Clients Head

The new senior hire has a solid track record of serving US and Latin American clients. ...

New Products
28 February 2025

What’s New In Investments, Funds? – Janus Henderson, WisdomTree

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

ESG
28 February 2025

The ESG Phenomenon: Goldman Sachs Asset Management

The latest developments in the ESG space. ...

Financial Results
28 February 2025

Brooks Macdonald FUM Up In 2024

Brooks Macdonald has just announced its half-year results for the six months ending 31 December...

Fund Management
28 February 2025

St James’s Place Hands Multi-Asset Mandate To Royal London Asset Management

UK wealth manager St James's Place, which has more than £190.2 billion ($240.5 billion) funds...

Financial Results
27 February 2025

Rathbones Pre-Tax Profits Up In 2024

Rathbones, a UK provider of investment management services for individuals, charities and...

Technology
27 February 2025

Wealth Managers Are Just Starting To Grasp AI's Value; Efficiency Is Big Driver – Avaloq

Wealth management firms and advisors are still in the early stages of adopting AI. Various...

M and A
27 February 2025

Dow Jones Adds Geopolitics, Macroeconomics Expertise

The transaction is taking place when unsettled global affairs, and the effect of new technology,...

People Moves
27 February 2025

Schroders Names New Wealth Management CEO

The firm said the new senior hire has the necessary skills – extensive experience, strong...

ESG
27 February 2025

The ESG Phenomenon: MainStreet Partners

The latest developments in the ESG space. ...