New Products
31 January 2023

Etops, Swissquote Build EAM Platform

The firms are teaming up to build a platform which is aimed at EAMs – a sector now going through...

Financial Results
31 January 2023

UBS Results Defy Tough 2022 Market Conditions

While some fee income was hit as markets pulled AuM down, rising interest income helped the figures...

People Moves
30 January 2023

Brown Advisory Expands Presence Outside US

US-based Brown Advisory, a privately held global investment management firm, has made a string of...

People Moves
30 January 2023

Who's Moving Where In Wealth Management? – Amundi, CBH Group, Others

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

Alt Investments
30 January 2023

Gresham House Continues International Forestry Expansion

Rupert Robinson, managing director at Gresham House, a specialist alternative asset manager,...

People Moves
30 January 2023

Quilter Appoints New Chief Risk Officer

The latest moves and appointments at Quilter, a UK wealth management business. ...

Compliance
30 January 2023

Morgan Stanley Punishes Staff Over WhatsApp Violations – Media

The saga underscores regulators' concerns that bankers and other financial sector staff might be...

ESG
27 January 2023

Focus On 2023 Outlook For Sustainable Investors – Downing

Roger Lewis, head of ESG at Downing, a sustainable investment manager, outlines what 2023 is likely...

People Moves
27 January 2023

Who’s Moving Where In Wealth Management? – ALFI, Aaro Capital, Praetura

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

Strategy
27 January 2023

OPINION OF THE WEEK: Wealth As A Service: Looking Beyond “Crazy Rich Asians”

The author of this opinion piece explores the promise and challenges of serving mass-affluent...