Investment Strategies
20 November 2024

Apricus Finance Eyes Near-Term Portfolio Shifts, Mulls Trump Victory Impact

The Switzerland-based external asset manager gives an update on how it is setting up its portfolios...

WM Market Reports
20 November 2024

Global Wealth, Asset Management AuM To Reach $171 Trillion By 2028

Perhaps inevitably, the topic of AI looms large in this survey of wealth and asset management...

M and A
20 November 2024

Deals Of The Day: The Latest In Wealth Management M&A – JTC, FFP, Succession Wealth, True Wealth

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

Strategy
19 November 2024

UBS Wants New US Banking Licence – Media

The Zurich-listed bank is reportedly looking at how it can extend its range of services in the US. ...

Surveys
19 November 2024

Families' Desire To Safeguard Generational Wealth Endures – Study

Julius Baer and PwC Switzerland have released their “2024 Family Barometer,” which looks at the...

People Moves
19 November 2024

Franklin Templeton Names New Global Executive Committee Member

California-headquartered investment manager Franklin Templeton makes global appointment to help...

People Moves
19 November 2024

AXA IM Names New UK CEO

French-headquartered AXA Investment Managers, the investment arm of AXA, an insurance and asset...

Investment Strategies
19 November 2024

EXCLUSIVE: Spotlight On European Long Only Equity Market – Landsdowne

Daniel Avigad, who runs Lansdowne’s $2.7 billion European long only strategy, shares his insights...

Investment Strategies
18 November 2024

Why J Stern & Co Stays Optimistic In Turbulent Times

The investment partnership – born out of a family office with origins in Europe, and now reaching...

ESG
18 November 2024

EXCLUSIVE: Edmond De Rothschild AM Pessimistic About COP29 Outcome

After two disappointing years, Jean-Philippe Desmartin, head of responsible investment at Edmond de...