News, Comment & Analysis results for Archive

People Moves
17 November 2025

Who’s Moving Where In Wealth Management? – PortfolioMetrix, Crestbridge FOS

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

People Moves
14 November 2025

Mattioli Woods Makes C-Suite Changes

The changes follow the announcement in May 2025 that Mattioli Woods and Kingswood Group had...

M and A
14 November 2025

Deals Of The Day: The Latest In Wealth Management M&A – DL Holdings Group, YTME

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Investment Strategies
14 November 2025

Orbis Highlights UK, Emerging Market Opportunities Outside US Mega-Caps

Experts at Orbis Investments share their thinking on global investment themes and how this is...

People Moves
14 November 2025

Who's Moving Where In Wealth Management? – Broadridge, Lawrence Stephens, Others

The latest moves, appointments and personnel changes for wealth management in the UK, rest of...

Alt Investments
14 November 2025

DWS And NAMI Join Forces

DWS and Nippon Life India Asset Management plan to collaborate to bolster alternatives, passives...

People Moves
14 November 2025

VP Bank Names New International Locations Head

The role involves responsibility for client business in Luxembourg, Switzerland and Singapore. ...

Investment Strategies
14 November 2025

Natixis IM Favours European, Emerging Market Equities Over US

Paris-based Natixis Investment Managers, which delves into the 2026 market outlook, provides...

Surveys
14 November 2025

Despite UK Budget Tax Worries, Wealthy Individuals Aren't Gifting

Ahead of the UK’s Autumn Budget this month, where changes to inheritance tax exemptions and...

Compliance
13 November 2025

UK, Singapore Regulators Forge AI Partnership

As part of the pact, the UK regulator has appointed a financial services attaché in the Asian...

Comment & Analysis results for Archive