Investment Strategies
17 January 2025

Evelyn Partners Outlines Five Top "Trump Cards" For Investors

Daniel Casali, chief investment strategist at UK wealth manager Evelyn Partners, shares his...

People Moves
17 January 2025

French Asset Manager LFDE Names New CIO

The new CIO at the Paris-based asset manager has nearly 25 years' experience in the sector. ...

People Moves
17 January 2025

GSB Names New Chief Operating Officer

Ex-Fry group and Sanlam figure joins wealth and financial planning firm in London as growth...

New Products
17 January 2025

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

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

Financial Results
16 January 2025

Wealth Results Sharply Improve At Citigroup

The headline figure for Citigroup's wealth business showed that the US lender ended 2024 on a...

Financial Results
16 January 2025

JP Morgan's Q4 Net Income Rises Sharply; Wealth, Asset Management Results Shine

Besides setting out the results, the CEO of the US lender talked about the need to get the balance...

Financial Results
16 January 2025

Wealth, Asset Management Revenues Rose At Goldman Sachs In 2024

The US firm reported a broadly stronger set of financial results across its business, including...

Investment Strategies
16 January 2025

St James's Place Smiles On Small-Cap, Emerging Market Equities

Justin Onuekwusi, chief investment officer at UK wealth manager at St James's Place, shares his...

Compliance
16 January 2025

Financial Regulators Turn Up Heat On Miscreants

The reports looked at a range of different types of financial misconduct, failure and outright...

Investment Strategies
16 January 2025

Stonehage Fleming Positive On US Equities In 2025, Cautious On Europe, China

Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming, advisor to families and...