M and A
8 April 2025

Deals Of The Day: The Latest In Wealth Management M&A – Montana Capital Partners, Prudential Financial

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

Financial Results
8 April 2025

FNZ Secures $500 Million In Equity Funding

The wealth management platform said the additional capital will support its long-term business plan...

Investment Strategies
7 April 2025

Wealth Managers Rethink Strategy Amid Tariff-Induced Turmoil

US equities continued to be under pressure in the wake of the US administration's tariffs announced...

Investment Strategies
7 April 2025

GIB AM Optimistic On China, India In 2025, Despite US Tariff Hikes

Together with other wealth managers, Kunal Desai, portfolio manager of the Emerging Markets Active...

M and A
7 April 2025

Indosuez Wealth Management Targets Switzerland

Paris-headquartered Indosuez Wealth Management, a subsidiary of the Crédit Agricole Group,...

M and A
7 April 2025

AVI Japan Opportunity Trust Proposes Fidelity Japan Trust Merger

AVI Japan Opportunity Trust made this proposal public, ahead of the Fidelity Japan Trust ...

Surveys
7 April 2025

UK Fine Wine Demand To Climb In 2025 – WineCap

London-based WineCap has just released its 2025 Wealth Report, based on new research among UK...

Strategy
4 April 2025

Safety In Protecting, Transferring Assets – Monaco Conference

This news service joined a conference in Monaco, hosted by Trustconsult, under the theme of...

Technology
4 April 2025

Arta Finance Takes Trip Down AI Route

The new offering gives clients a suite of AI agents that can, for example, make sense of portfolios...

WM Market Reports
4 April 2025

Private Clients Prioritise Future Generations’ Financial Security

STEP – the industry group for trust and estate practitioners worldwide – has issued a report...