M and A
18 November 2024

Amundi Buys Technology Firm, Bolsters Geographic Reach, Capabilities

Tens of thousands of advisors use aixigo's services for client onboarding, to build asset...

Surveys
18 November 2024

High Net Worth Individuals Optimistic On Wealth Growth – HSBC

HSBC Global Private Banking has just published the “Global Entrepreneurial Wealth Report...

New Products
15 November 2024

What’s New In Investment, Funds? – Janus Henderson, WineFi, Lympid

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

Strategy
15 November 2024

Ocorian Builds German Presence

The business already has a presence in Germany via a subsidiary which provides loan agency and bond...

People Moves
15 November 2024

Who’s Moving Where In Wealth Management? – Barings, Cripps, Chelverton AM, Others

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

Investment Strategies
15 November 2024

AI To Continue To Be Key Theme In Equities In 2025 – BNY Investments, UBS WM

New York headquartered BNY Investments and Switzerland’s UBS Global Wealth Management share their...

People Moves
14 November 2024

Who’s Moving Where In Wealth Management? – Schroders Personal Wealth, Syz Capital

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

People Moves
14 November 2024

Hamilton Lane Bolsters Direct Equity Investment Team Across Europe, North America

The appointments highlight growth within the asset class and the success of the firm's direct...

Financial Results
14 November 2024

Third-Quarter 2024 Profit Dips At ABN AMRO

A collective labour agreement – taking effect at the start of July – and more resources for...

Strategy
14 November 2024

FISPB, BlackRock Accelerate Digital Wealth Offering

The European private banking group and world's largest asset manager are teaming up to enable FISPB...