New Products
24 July 2025

What’s New In Investments, Funds? – Vanguard, IBOSS, Janus Henderson Investors

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

Alt Investments
24 July 2025

Turning Classic Car Passion Into Returns – A New Play On Collectables

The excitement – for some people – of owning a classic car is nothing new, but the ways that...

People Moves
24 July 2025

UK Wealth Sector Veteran Nick Tucker Retires

With a career including work at UBS, Merrill Lynch and Waverton Investment Management, Tucker is...

Financial Results
23 July 2025

H1 2025 Net Profit Rises Sharply At EFG International

The bank, like its Swiss peers, has noted that the impact of a falling US dollar versus the Swiss...

New Products
23 July 2025

What’s New In Investments, Funds? – BNY Investments, FNZ

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

Compliance
23 July 2025

US Treasury Postpones AML, CTF Regulations For Two Years

Despite the delay, RIAs are urged to begin the process of complying with requirements for the new...

Tax
23 July 2025

Wealth Managers React As Inheritance Tax Continues To Climb

Wealth managers react to the latest figures from HM Revenue and Customs showing another rise in...

Financial Results
23 July 2025

BoE Rate Cuts Dent Arbuthnot Banking Group's H1 2025 Profit

The bank's explanation for the result demonstrates how rate cuts can compress the rate margin for...

Financial Results
23 July 2025

Julius Baer Headline Profit Drops But Underlying Result Gains In H1

Swiss private bank Julius Baer has presented its 2025 half-year results. Underlying results, when...

Technology
23 July 2025

Digital Digest: The Latest Tech News – UBS, LSEG Ink Data, Analytics Pact

The latest technology news in the wealth management sector from around the world. ...