Industry Surveys
2 May 2025

Operating Profit Rises Strongly At Coutts In Q1 Vs Year Ago

Total assets under management rose from a year ago. ...

Real Estate
2 May 2025

Private Wealth Flexes Its Commercial Real Estate Muscles; Americas Shine – JLL

The Americas – and the US in particular – stood out in attracting private wealth transactions...

Asset Management
2 May 2025

What's New In Investments, Funds? – SimCorp

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

Technology
2 May 2025

Diversify AI Exposure Across US Big Techs, Include Chinese Players – UBS

Sundeep Gantori, tech strategist at UBS Global Wealth Management chief investment office, shares...

People Moves
2 May 2025

Who’s Moving Where In Wealth Management? – Morgan Lloyd, Clifton Group

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