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...

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. ...

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...

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

RBC WM Underweight In Credit In UK, Europe

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

Alt Investments
11 October 2023

Moonfare's Web Of Bank Alliances Expands

The partnership is another example of how organisations such as Moonfare have changed access to...

Offshore
11 October 2023

HNW Visas, Foreign Residency Remain Popular Despite Headwinds, Advisors Say

Although some governments have suspended or closed so-called "golden visas," there remains plenty...

New Products
11 October 2023

What's New In Investments, Funds? – Pantheon, Muzinich

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

Surveys
11 October 2023

Wealth Managers Unsure Whether Their Software Measures Clients' Risks – Study

Behavioural finance experts Oxford Risk have just released a new study which assesses the tools or...

People Moves
11 October 2023

Edmond De Rothschild AM Adds To Middle East Presence

As part of her experience, the newly-appointed figure has covered sectors including family offices,...