People Moves
15 July 2022

Who's Moving Where In Wealth Management? – 3D Global

The latest senior moves and appointments in the wealth management sector. ...

Financial Results
15 July 2022

Brooks Macdonald’s FUM Down 5.9 Per Cent In Fourth Quarter

London-based investment manager Brooks Macdonald Group has published its funds under management for...

People Moves
14 July 2022

Who's Moving Where In Wealth Management? – Credit Suisse, Evelyn Partners, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Client Affairs
14 July 2022

Exclusive: Inflation Is Transitory – BRI Wealth Management

Dan Boardman-Weston, CEO and CIO at BRI Wealth Management, discusses with WealthBriefing the...

Technology
14 July 2022

European WealthTech Inks Belgian Deal With Major Lender

The organisation has recently been through a rebranding exercise and its efforts won it a European...

People Moves
14 July 2022

Change At Top Of UBS Wealth Management

UBS has announced an executive board reshuffle, as Tom Naratil steps down after 39 years at the...

New Products
14 July 2022

What's New In Investments, Funds? – Atlas Responsible Investors

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

WM Market Reports
14 July 2022

Scale Increasingly Matters In Global Wealth Management – Bain & Co

The benefits of being a large-scale wealth manager are becoming increasingly hard to ignore, the...

Investment Strategies
13 July 2022

JP Morgan Asset Management Goes Sour On Stocks

One of the world's largest asset management houses has pulled some of its exposures to equities,...

Technology
13 July 2022

Family Offices Tech House Raises New Funding, Targets Singapore Market

In February this year, Eton Solutions launched AtlasFive 2.0. The new solution, its creators say,...