Financial Results
28 February 2025

Brooks Macdonald FUM Up In 2024

Brooks Macdonald has just announced its half-year results for the six months ending 31 December...

Fund Management
28 February 2025

St James’s Place Hands Multi-Asset Mandate To Royal London Asset Management

UK wealth manager St James's Place, which has more than £190.2 billion ($240.5 billion) funds...

Financial Results
27 February 2025

Rathbones Pre-Tax Profits Up In 2024

Rathbones, a UK provider of investment management services for individuals, charities and...

Technology
27 February 2025

Wealth Managers Are Just Starting To Grasp AI's Value; Efficiency Is Big Driver – Avaloq

Wealth management firms and advisors are still in the early stages of adopting AI. Various...

M and A
27 February 2025

Dow Jones Adds Geopolitics, Macroeconomics Expertise

The transaction is taking place when unsettled global affairs, and the effect of new technology,...

People Moves
27 February 2025

Schroders Names New Wealth Management CEO

The firm said the new senior hire has the necessary skills – extensive experience, strong...

ESG
27 February 2025

The ESG Phenomenon: MainStreet Partners

The latest developments in the ESG space. ...

Surveys
26 February 2025

Wealth Managers Lag Behind Clients' Communications Needs – Avaloq Survey

Among some of the most eye-catching findings was that almost half of those wealth managers surveyed...

Surveys
26 February 2025

Global Investors Bullish On Fixed Income Hedge Funds – Survey

RBC BlueBay Asset Management has released a report entitled “Shifting Strategies: How...

New Products
26 February 2025

What’s New In Investments, Funds? – Schroders Greencoat, Firenze, Monument Bank, William Blair, Others

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