Surveys
15 June 2023

EXCLUSIVE: Digital Assets Belong In Wealth Portfolios – Study

The overwhelming majority of advisors who responded to the survey said digital assets, when mixed...

M and A
15 June 2023

F2 Strategy Acquires Oakbrook Solutions

One of the more prominent wealth technology firms in the US has made an important acquisition,...

M and A
15 June 2023

Avaloq, BlackRock Agree Wealthtech Pact

The partnership is aimed at wealth management clients in Europe and Asia. ...

People Moves
15 June 2023

Leonteq Appoints New CFO

The new CFO has a deep understanding of the financial services industry and the necessary...

Wealth Strategies
14 June 2023

UK's Brown Shipley "Moderately Defensive," Warily Eyes Equities, Rates

The UK wealth management firm, part of Europe's Quintet Private Bank, takes a cautious stance on...

Investment Strategies
14 June 2023

Inflation Worries Add Edge To Equities Vs Cash Investment Conundrum – Schroders Survey

The survey, drawing on the views of UK advisors, shows how concerns about high inflation continue...

Alt Investments
14 June 2023

What's New In Investments, Funds? – BlackRock, Luma, BNP Paribas

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

People Moves
14 June 2023

London-Based MDR Mayfair Hires Former Sporting Professionals

The expertise and lived experiences the new consultants have gained during their respective...

Uncategorised
14 June 2023

Who’s Moving Where In Wealth Management – Lombard Investment IM, DWS

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

Company Profiles
14 June 2023

EXCLUSIVE: CMB's Increasingly Important Role In Mediobanca Story

During a recent visit to Monaco, this news service sat down with the CEO of CMB Monaco to discuss...