Surveys
4 December 2023

Most Women Aren’t Swayed By Gender When Choosing An Advisor – Survey

While debate remains on how to encourage more women to enter the wealth management industry, a...

People Moves
4 December 2023

UK's Nucleus Names New Finance Chief

There's a change in the C-suite leadership of the advisor platform business. ...

People Moves
4 December 2023

International Law Firm Opens Rome Office, Expands EU Footprint

Part of the firm's mission in Italy is gaining access to government institutions that are important...

People Moves
4 December 2023

Brown Advisory Appoints Three International Advisory Board Members

With their vast combined knowledge of global businesses, markets and the political landscape, the...

Compliance
4 December 2023

Compliance Corner – Hong Kong Monetary Authority, CA Indosuez (Switzerland)

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

New Products
4 December 2023

SEBA Bank Rebrands

As part of its ongoing global strategy, the Swiss bank has announced that it is transforming its...

People Moves
1 December 2023

Who's Moving Where In Wealth Management? – ALFI, JM Finn, Liontrust, Others

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

New Products
1 December 2023

What’s New In Investments, Funds? – Dimensional, Asset Value Investors

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

Strategy
1 December 2023

Morningstar Wealth Favours Bonds In 2024

Morningstar Wealth has published its 2024 outlook this week, with insights from Dan Kemp, global...

WM Market Reports
1 December 2023

OPINION OF THE WEEK: UBS Billionaire Data Gives Lessons, Warnings

An annual report about the nature of billionaire wealth around the world should jolt firms into...