Surveys
9 June 2025

Personal Wealth Managed By Financial Advisors Climbing – Rathbones Survey

UK wealth manager Rathbones released new research last week by Pure Profile looking at the rise in...

New Products
9 June 2025

What’s New In Investments, Funds? – Privacore Capital, Partners, Rise Capital

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

M and A
9 June 2025

Deals Of The Day: The Latest In Wealth Management M&A – Hawksford, Equiom Netherlands

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

WM Market Reports
9 June 2025

New International HNW Life Insurance Sales Rose Strongly In 2024; Big Potential Seen – Study

The upside potential for HNW wealth solutions that harness life insurance is considerable,...

Investment Strategies
9 June 2025

Hold Fewer Equities, Add to Bonds – Pictet

Geneva-headquartered Pictet Asset Management held a roundtable in London this week, discussing its...

People Moves
6 June 2025

Indosuez WM Revamps Divisional Structure, Makes Top Appointments

The France-headquartered group is changing its divisional make-up a year after buying a...

New Products
6 June 2025

What’s New In Investments, Funds? – Fidelity, HSBC, Neuberger Berman

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

New Office
6 June 2025

Transamerica Life Bermuda Granted Licence To Operate In DIFC

With a heritage spanning nearly 180 years through Aegon and Transamerica, Transamerica Life Bermuda...

Surveys
6 June 2025

How Complicated Are Countries For Business? TMF Study Gives The Answer

The complexity of running a business and setting them up is an important consideration for wealth...

WM Market Reports
6 June 2025

Global HNW Wealth, Population Rose In 2024; Challenges Ahead – Capgemini

The rise in equities last year helped lift the wealth and population of HNW individuals around the...