People Moves
20 November 2024

Who’s Moving Where In Wealth Management? – Rathbones AM, Maven Capital Partners, Others

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

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. ...