New Products
26 February 2025

What’s New In Investments, Funds? – Schroders Greencoat, Firenze, Monument Bank, William Blair, Others

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

Compliance
26 February 2025

Compliance Corner: Vistra, Luxembourg-Based Kroll Management Company Merge

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

M and A
26 February 2025

Canaccord Genuity Wraps Up BMI Acquisition

The transaction, which was originally announced last September, is part of a continued pattern of...

People Moves
26 February 2025

Who’s Moving Where In Wealth Management? – Brooks Macdonald, Lincoln, Monument

The latest moves, appointments and personnel changes for wealth management in the UK, the rest of...

Client Affairs
25 February 2025

German Elections Seen As Booster For Business

Wealth and asset managers consider the election results of 60 million Germans who voted in 299...

Financial Results
25 February 2025

EFG International Divests Portfolio, Says It Will Bolster H1 2025 Earnings

The bank said it was tackling a legacy life insurance portfolio that dates back 15 years. ...

Technology
25 February 2025

AI's Cost-Cutting Promises Helps Drive Financial Sector Enthusiasm

In another look at the different ways that banks, wealth managers and family offices are using AI,...

Investment Strategies
25 February 2025

Letter From India – A Startup Nation

The author is a keen advocate of venture capital and startups in India, and explains events in the...

Tax
25 February 2025

Wealth Managers Explain How To Mitigate Rising IHT

After the latest figures from HM Revenue and Customs show another rise in inheritance tax receipts...

Technology
25 February 2025

Digital Digest: The Latest Tech News – WisdomTree, CoinDesk, BlackRock, Scalable Capital

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