Surveys
21 May 2025

Investors Downgrade US Economic Growth Prospects; Europe To Benefit – Survey

UK wealth manager Quilter, which oversees £119.6 billion ($160 billion) in customer investments,...

People Moves
21 May 2025

Who’s Moving Where In Wealth Management? – Imperium Group, Rockwood AM

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

WM Market Reports
21 May 2025

Most Wealth Clients Content With Providers, But Significant Minority Aren't Happy – EY Study

EY has cast its eye in an annual report on what clients think of wealth management – such as a...

M and A
21 May 2025

IQ-EQ Makes "Strategic Acquisition"

The acquired business, previously owned by a private equity house, concentrates on serving clients...

New Products
21 May 2025

What’s New In Investments, Funds? – Columbia Threadneedle Investments, BNP Paribas AM

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