M and A
9 May 2024

Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Wigmore Associates WM

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
8 May 2024

TrustQuay Viewpoint Names New CEO

The CEO, who had led the firm through a merger, stepped down last autumn – a new, permanent chief...

People Moves
8 May 2024

Who’s Moving Where In Wealth Management? – PortfolioMetrix, PineBridge Investments

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Surveys
8 May 2024

UK Ageing Trend Produces More "Multi-Retiree" Families – Study

A new study looks at how retirement plans are expected to change. One trend appears clear: retirees...

WM Market Reports
8 May 2024

Talent Battle Vexes Family Offices, Many Lack NextGen Succession Plans

A study of family offices – almost of all of which are North American – sheds light on their...