People Moves
7 March 2025

Azura Partners Appoints Former UBS Wealth Managers

Azura Partners, a global wealth manager, continues its expansion with the addition of two senior...

Investment Strategies
7 March 2025

Franklin Templeton Brings Putnam Investment Strategies To International Clients

The move comes after the California-headquartered investment manager acquired Putnam Investments in...

New Products
7 March 2025

What’s New In Investments, Funds? – iCapital, Aviva Investors

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

People Moves
7 March 2025

Brown Shipley Appoints New CEO

The new CEO who, until now, has been in the post ad interim, will assume the role permanently. ...

Market Research
7 March 2025

UK Women Still Have Gender Wealth Gap – Handelsbanken

The firm stresses the need for building financial literacy and confidence among women of all ages...

Client Affairs
7 March 2025

UK's Evelyn Partners Backs Women's Sports In Padel Pact

Ahead of International Women's Day on 8 March, Evelyn Partners, a UK wealth manager with £63...

Compliance
7 March 2025

Financial Crime Compliance – Rising Costs, Other Trends

ComplyAdvantage, the global fintech customer onboarding, transaction monitoring and sanctions...

ESG
7 March 2025

The ESG Phenomenon – Fidelity International

The latest developments in the ESG space. ...

WM Market Reports
6 March 2025

Women Still Lag Men In Wealth Accumulation, But There's Some Progress – Reports

A flurry of reports from wealth managers have come out ahead of International Women's Day on...

New Office
6 March 2025

Canaccord Targets Middle East

Opening the new office comes just days after the wealth manager formally completed the acquisition...