Strategy
30 May 2024

Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?

In this news analysis, the editor examines whether firms have figured out decisively how to cater...

Asset Management
30 May 2024

EXCLUSIVE: Spotlight On Small-Mid Cap Equities In Europe, UK – Quaero Capital

Philip Best and Marc Saint John Webb, co-fund managers of Quaero's Argonaut fund, discuss the...

Family Office
29 May 2024

Equity Demand On The Rise In Family Offices – Citi

Citi Wealth has just released its family office investment report for the first quarter of 2024,...

Financial Results
29 May 2024

Julius Baer Reports Robust Financial Results, Net Inflows Improve

The bank said that after a weaker start in January, net inflows "improved significantly" in the...

Surveys
29 May 2024

Affluent UK Citizens Don't Worry Enough About Being Scammed – Arbuthnot Latham

The findings appear to suggest that among affluent and even HNW individuals, there's a level of...