Investment Strategies
9 June 2025

Hold Fewer Equities, Add to Bonds – Pictet

Geneva-headquartered Pictet Asset Management held a roundtable in London this week, discussing its...

People Moves
6 June 2025

Indosuez WM Revamps Divisional Structure, Makes Top Appointments

The France-headquartered group is changing its divisional make-up a year after buying a...

New Products
6 June 2025

What’s New In Investments, Funds? – Fidelity, HSBC, Neuberger Berman

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

New Office
6 June 2025

Transamerica Life Bermuda Granted Licence To Operate In DIFC

With a heritage spanning nearly 180 years through Aegon and Transamerica, Transamerica Life Bermuda...

Surveys
6 June 2025

How Complicated Are Countries For Business? TMF Study Gives The Answer

The complexity of running a business and setting them up is an important consideration for wealth...

WM Market Reports
6 June 2025

Global HNW Wealth, Population Rose In 2024; Challenges Ahead – Capgemini

The rise in equities last year helped lift the wealth and population of HNW individuals around the...

Fund Management
6 June 2025

Allfunds' Market Data Illuminates Professional, Retail Investors' Mentality

The gap between the way that professional investors and those on the retail side manage money,...

Statistics
5 June 2025

Figures Show Private Wealth Portfolios Recoup "Liberation Day" Losses

New analysis from Asset Risk Consultants shows that private client portfolios are on track to claw...

Alt Investments
5 June 2025

Major Economic Powers Must Ramp Up Infrastructure Spending – Study

With a number of large asset and wealth managers becoming more involved in the infrastructure...

People Moves
5 June 2025

Who’s Moving Where In Wealth Management? – Evelyn Partners, RBC BlueBay, M&G

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