News, Comment & Analysis results for Archive

M and A
22 July 2025

US-Based Index Giant To Acquire ARC’s Wealth Data, Indices

This publication reports on an important acquisition deal for the wealth sector and what it means...

People Moves
22 July 2025

Who’s Moving Where In Wealth Management? – DWS Group, Charles Russell Speechlys, Liontrust

The latest moves and appointments for wealth management roles in the UK, other parts of Europe,...

People Moves
22 July 2025

UBS Names Head Of Global Family, Institutional Wealth UK, Makes Other Appointment

Following a senior move as exclusively reported by this news service in June, UBS has filled a...

Investment Strategies
22 July 2025

Reversing Low Testosterone – The Investment Case

With a big shift towards preventative healthcare as public and private budgets come under strain,...

People Moves
22 July 2025

Nomura's IWM Business Hires Ex-Standard Chartered Figure For Dubai Role

The newly-appointed figure, based in Dubai, has worked in the financial services sector for more...

M and A
22 July 2025

SS&C To Acquire Global Funds Network For $1.0 Billion

One of the largest banking and wealth sector technology firms – based in the US – has agreed to...

ESG
22 July 2025

New And Potent: UBP Eyes Opportunities In AI, "Precision Agriculture"

As artificial intelligence and nature-based investing impact the landscape of equity investing, UBP...

Offshore
21 July 2025

Malta's Golden Visa Shift Shows Market Is Growing Up – Advisor

We hear from another figure in the world of advising people on visa programmes about Malta's shift...

Financial Results
21 July 2025

Net Income Sparkles At BNY In Q2 2025

The US-listed firm, which provides services including wealth management, asset servicing and...

Financial Results
21 July 2025

Net Income Rises At Citigroup In Q2 2025; Wealth Revenues Shine

Among the details, the US lender said its private banking and wider wealth results showed growth on...

Comment & Analysis results for Archive