People Moves
16 April 2025

Raymond James WM, Charles Stanley Name Interim CEO

UK wealth manager Charles Stanley and Raymond James Wealth Management (RJWM), part of the wider...

New Products
16 April 2025

What’s New In Investments, Funds? – Van Lanschot Kempen, Quilter, Pantheon, Saxo

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

M and A
16 April 2025

IQ-EQ Agrees Acquisition In Australia, New Zealand

AMAL Group will, subject to regulatory approval of the transaction, be rebranded under the IQ-EQ...

Alt Investments
16 April 2025

US-Headquartered CAIS Builds Capital Markets Division

CAIS is is one of several firms, such as iCapital (US) and Moonfare (Germany) that have opened...

People Moves
16 April 2025

Who’s Moving Where In Wealth Management? – Lombard Odier, AXA, Johnston Carmichael

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