Surveys
3 June 2025

Wealth Transfer Top Priority For Advisors In 2025 – Schroders Survey

London-headquartered investment house Schroders launched its UK Financial Adviser Pulse Survey...

People Moves
3 June 2025

Allfunds Names New French Head

Allfunds, a Madrid-headquartered B2B funds distribution platform, is advancing its WealthTech...

Asset Management
3 June 2025

UK-Based Digital Wealth Manager Offers New Portfolios

Nutmeg, which grabbed attention back in 2012 as a crop of new "robo-advisors," and now backed by...

New Office
3 June 2025

India's Spark Capital PWM Launches In DIFC

Spark Capital Private Wealth Management, like several of its international peers, is tapping into...

People Moves
3 June 2025

Standard Chartered Steps Up Digital, AI Game

With AI being a major technological theme influencing wealth management and private banking,...

People Moves
3 June 2025

Citigroup Names New China Country Officer, Banking Head

With a career of three decades and experience at banks such as Credit Agricole and JP Morgan and...

Strategy
2 June 2025

HSBC To Shut US Business Banking Unit – Reports

As part of its restructuring and switching to more of a focus on markets such as Asia, HSBC is...

Financial Results
2 June 2025

Summary Of Major Banks' Wealth Results – Q1 2025

A summary of banks' financial results for the first quarter of 2025, as they relate to wealth...

M and A
2 June 2025

Japan’s Dai-ichi Life To Take 15 Per Cent Stake In M&G

Japanese insurer Dai-ichi Life and UK asset manager M&G have agreed a new long-term partnership...

New Products
2 June 2025

What’s New In Investments, Funds? – Schroders Capital

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