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. ...

Surveys
19 November 2024

Families' Desire To Safeguard Generational Wealth Endures – Study

Julius Baer and PwC Switzerland have released their “2024 Family Barometer,” which looks at the...

People Moves
19 November 2024

Franklin Templeton Names New Global Executive Committee Member

California-headquartered investment manager Franklin Templeton makes global appointment to help...