Investment Strategies
29 October 2024

EXCLUSIVE: Spotlight On Ninety One’s Diversified Income Fund

Against a difficult environment, Jason Borbora-Sheen, co-portfolio manager of the Diversified...

Financial Results
28 October 2024

NatWest's Private Bank Profits Rose In Q3 2024

Private bank profit rose at the UK-listed group, as did assets under management. Cost margins also...

People Moves
28 October 2024

London & Capital Expands Its European Headquarters

Relocating its executive director and wealth manager to its Barcelona headquarters will enable...

WM Market Reports
28 October 2024

Hong Kong Will Take Switzerland's IFC Crown By 2025/6 – Study

Pinpointing a number of banks' prospects, the report examined how Hong Kong's future appears as a...

Surveys
28 October 2024

Majority Of Clients Loyal To Financial Advisor – SJP Survey

The third chapter of St James’s Place’s Real Life Advice Report, issued last week, examines the...

People Moves
28 October 2024

Who’s Moving Where in Wealth Management? – LGT Wealth Management

The latest moves, appointments and personnel changes among wealth management and related...

Compliance
28 October 2024

Wealth Sector Welcomes UK Regulator's Non-Financial Misconduct Report

The FCA's study, carried out over a three-year period, shines a light on issues such as...

People Moves
25 October 2024

Who’s Moving Where In Wealth Management? – Chikara Investments, First Sentier Investors

The latest moves, appointments and personnel changes among wealth management and related...

Tax
25 October 2024

Beware Law Of Unintended Consequences: Why A Measured Budget Is Best

Here's more commentary on what to possibly expect from the UK government on 30 October in its...

Surveys
25 October 2024

Financial Advisors Optimistic Globally, Despite Impending Great Wealth Transfer – Natixis IM Survey

Natixis Investment Managers 2024 Financial Professionals' survey covers 2,700 global financial...