People Moves
20 June 2025

Who’s Moving Where In Wealth Management? – Coutts, Hoxton Wealth, Quilter

The latest moves, appointments and personnel changes among wealth management and related...

Technology
19 June 2025

Digital Digest: The Latest Tech News – SS&C Powers Wesleyan’s Digital-First Wealth Platform

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

New Products
19 June 2025

What’s New In Investments, Funds? – Angel Academe, Nutmeg, Goldman Sachs AM

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

Investment Strategies
19 June 2025

How Pictet Navigates Policy, Market Turbulence

Taking a cautious view, the Swiss private bank has been increasing fixed income exposure, expecting...

Compliance
19 June 2025

Switzerland's OAG Fines Pictet, Punishes Ex-RM Over Money Laundering Case

A criminal probe established that the payments at the centre of the case took place between June...

Surveys
19 June 2025

Global Wealth Rose In 2024, US Dominates Trend – UBS

Zurich-headquartered private bank UBS has released its Global Wealth Report 2025. The survey...

People Moves
19 June 2025

Change At The Top Of GAM, New CEO Named

After holding the CEO post since October 2023, Elmar Zumbuehl is stepping away from the job at GAM...

Awards
19 June 2025

Nominations Open For Fifth Annual WealthBriefing WealthTech Americas Awards 2026

The awards recognize excellence in innovation and achievement across the wealth technology...

Investment Strategies
19 June 2025

Guinness Favours European Over US Equities

At a media event in London this month, Guinness Global Investors discussed why it believes that...

Tax
18 June 2025

UK Reportedly Considers U-Turn On Non-Doms' IHT – Reactions

With growth flatlining at best, and demands for public spending continuing to mount, the UK...