People Moves
13 October 2023

Canaccord Genuity WM Rejigs CIO Leadership After Acquisition

The change comes after the business bought Punter Southall in late 2021. The role of chief...

People Moves
13 October 2023

Who's Moving Where In Wealth Management? – GAM

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

New Products
13 October 2023

What’s New In Investments, Funds? – Schroders

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

People Moves
13 October 2023

Raffles Family Office Expands China Growth 

The multi-family office, which operates from a number of cities in Asia, has expanded its coverage...

Compliance
13 October 2023

Complance Corner: The FCA, James Staley

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

Strategy
12 October 2023

RBC WM Underweight In Credit In UK, Europe

Rufaro Chiriseri, director and head of fixed income for the British Isles at RBC Wealth...

Market Research
12 October 2023

Sub-Advisory Funds Continue To Grow – Mediolanum

Mediolanum International Funds (MIFL) has released an AllFunds Data Analytics 2023 report...

Strategy
12 October 2023

European Asset Manager Loses "Truffle" Name In Makeover

In a move that might make some lovers of fine food a little sad, the European asset management...

M and A
12 October 2023

Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Prism

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

New Products
12 October 2023

CFA Institute Launches DEI Code For UK Investment Industry

Advocates of such initiatives say that there is a need to change the wealth management sector and...