Technology
17 February 2025

Microsoft Eyes Big AI Impact On Wealth Management – Report

AI has potential to significantly change the way wealth management operates and is delivered. ...

Strategy
17 February 2025

HSBC To Shed Investment Banking Jobs – Report

The report made no reference to impact on the private banking side of HSBC. ...

People Moves
17 February 2025

Who's Moving Where In Wealth Management? – Oak Group, Rathbones

The latest moves, appointments and personnel changes for wealth management in the UK, the rest of...

Investment Strategies
17 February 2025

EXCLUSIVE: Franklin Templeton Says Emerging Markets Remain Cheap

Singapore-based Chetan Sehgal, lead portfolio manager of Templeton Emerging Markets Investment...

People Moves
17 February 2025

Citigroup Bolsters Global Family Office Group

A number of senior figures have just joined or will join the private bank. ...

Investment Strategies
17 February 2025

Brown Advisory Says Expected Rate Cuts Positive For Bonds

Ryan Myerberg, portfolio manager of the Global Sustainable Total Return Bond Fund at US-based asset...

Financial Results
14 February 2025

Full-Year Operating Profit Dips At Coutts; Assets Rise

The UK-headquartered private bank said assets under management and administration rose last year....

New Products
14 February 2025

What’s New In Investments, Funds? – Legal & General, Quantum Advisors, Plurimi

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

Financial Results
14 February 2025

Commerzbank Profits Rise; Wants Wealth, Asset Business Expansion

The Frankfurt-listed lender, which wants to be more profitable, sees the wealth and asset...

New Products
14 February 2025

IQ-EQ Launches Middle-Office Offering In Europe

The middle-office offering in the region follows the firm's established business in the US. ...