New Products
31 January 2024

What’s New In Investments, Funds? – Quaero Capital, Muzinich

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

New Products
31 January 2024

Digital Digest: The Latest Tech News – Dow Jones

The latest technology news in the wealth management sector from around the world. ...

Surveys
31 January 2024

Political Uncertainty, Attracting Talent Weigh On Asset Managers' Minds – Study

A new 2023 KPMG Asset Management CEO Outlook was released this week to collect CEO perspectives on...

Compliance
31 January 2024

Compliance Corner: UK Fines HSBC For Customer Deposit Protection Failures

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

People Moves
31 January 2024

Mobius Joins Hong Kong’s Chartwell Capital

The collaboration comes at an opportune time, given the undervaluation of many Hong Kong stocks. ...

New Office
31 January 2024

Singapore-Based WRISE Opens In Dubai

A number of Asia-based banks and wealth management institutions have set up shop in the Gulf. ...

Surveys
31 January 2024

HNW Individuals Face Mortgage Headaches – Investec

Despite applying as high earners, a new study by Investec shows that high net worth individuals...

People Moves
30 January 2024

Brooks Macdonald Streamlines Distribution; Names Channel Islands, Isle Of Man Head

As part of the distribution shake-up, Richard Hughes has stepped down from the role of...

People Moves
30 January 2024

Who’s Moving Where In Wealth Management? – Eden Tree IM, Quilter, Evelyn Partners

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

People Moves
30 January 2024

Swiss Private Bank Ramps Up EAM Business

As the business of external, or independent, asset management has developed in Switzerland – with...