Surveys
7 February 2024

Gen X Most Impacted By Emotional Trading – Survey

A recent survey commissioned by London-headquartered City Index, a multi-asset financial services...

New Products
7 February 2024

What's New In Investments, Funds? – WiseAlpha

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

Wealth Strategies
7 February 2024

MIFL Favours European, UK Over US Bonds

European investment house Mediolanum International Funds Limited has just released its global...

Financial Results
6 February 2024

UBS Operating Profit Fell In Q4 2023

The integration costs linked to the bank's purchase last spring of Credit Suisse took a toll on the...

People Moves
6 February 2024

Who’s Moving Where In Wealth Management? – Evelyn Partners, Pacific Asset Management, Others

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

Family Office
6 February 2024

Hamburg-Headquartered Family Office Wins Capital Management Licence

The family office organisation has built an in-house platform for alternative investments. ...

People Moves
6 February 2024

JTC Names New UK And Ireland Head For Institutional Client Services

The latest moves and appointments at global professional services provider JTC, which has expertise...

Tax
6 February 2024

IHT Top Concern For Wealthy Individuals – RBC WM

New research released this week by RBC Wealth Management (part of the Royal Bank of Canada) looks...

Wealth Strategies
6 February 2024

Pictet Raises Equities Exposure, Cuts Cash

The Swiss firm says conditions – at least in the coming weeks – bode well for a blend of higher...

Strategy
6 February 2024

Diversification Key In Investors Portfolios In 2024 – Janus Henderson

Adam Hetts, global head of multi-asset, and Oliver Blackbourn, portfolio manager, at London-based...