White Papers
14 July 2023

Artificial Intelligence Could Render Universal Price Level "Meaningless" – UBS

As debate continues as to what AI means for global economics and investment, the world's largest...

People Moves
14 July 2023

Who’s Moving Where In Wealth Management – Evelyn Partners, Squircle Capital, Others

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

Surveys
14 July 2023

Most Over-55s Haven't Prepared Wealth Transfer Plans – Report

UK wealth manager St James's Place released new research this week looking at what steps people...

M and A
13 July 2023

US Group Buys Crestbridge; Family Offices Services Arm Remains Independent

Crestbridge Family Office Services isn't covered by the transaction, it said. ...

People Moves
13 July 2023

UBS Continues Management Overhaul, Changes

The bank is busy adjusting its roster of senior management figures across wealth management,...

Investment Strategies
13 July 2023

US Inflation Rate Falls To 3 Per Cent – Reactions

After headline inflation was down in June, rising less than expected, investment managers react on...

People Moves
13 July 2023

More C-Suite Changes At Vontobel

There are number of top-level changes happening at the Swiss firm, which operates in a number of...

Emerging Markets
13 July 2023

Exclusive: Hong Kong's Chartwell Eyes Hidden China Gems

Ronald Chan, founder and CIO of Chartwell Capital, an investment firm based in Hong Kong, discusses...

New Products
13 July 2023

What’s New In Investments, Funds? – Franklin Templeton

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

ESG
13 July 2023

The ESG Phenomenon: Nuveen

The latest developments in the ESG space. ...