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...

Technology
30 January 2024

Digital Digest: The Latest Tech News – Ocorian, Goji

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

New Products
30 January 2024

What’s New In Investments, Funds? – Fuel Ventures, Titan Alternatives, Jupiter Asset Management

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

Compliance
30 January 2024

Generation Z's Love Of Financial Influencers Holds Risks – Survey

In this age of social media, many adults, such as those from younger generations, are influenced by...

ESG
30 January 2024

Spotlight On Carbon Credit Markets In Regenerative Agriculture, Forestry – SLM Partners

SLM Partners, a global real assets investment manager, is developing partnerships to open up carbon...

Strategy
29 January 2024

Exclusive: Brown Advisory Optimistic About Fixed Income In 2024

Ryan Myerberg, portfolio manager of the Global Sustainable Total Return Bond Fund at US-based...

People Moves
29 January 2024

JP Morgan Shrinks Divisional Structure, Makes Executive Changes

One feature of the changes is that there are now three divisions at the bank, down from four. ...

Wealth Strategies
29 January 2024

Bonds Are Back As A Portfolio Must-Have, Alternatives Lose Momentum – Northern Trust

The Chicago-headquartered bank is overweight fixed income and underweight global equities in...