Statistics
5 January 2024

Private Client Portfolios Repair Some Damage – ARC

Not all of the damage inflicted in 2022 appears to have been repaired, but rising markets in 2023...

People Moves
5 January 2024

Who’s Moving Where In Wealth Management? – Ocorian, Aviva Investors, Kingsley Napley

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

ESG
4 January 2024

Exclusive: Focus On Mediolanum’s ESG-Focused Funds

After recently rolling out nine ESG-focused funds, investment managers at a European firm and KBI...

Strategy
4 January 2024

Evelyn Partners Launches Financial Planning Graduate Programme

Wealth firms are developing a number of programmes to help build and keep talent at a time when...

Investment Strategies
4 January 2024

The Four "4s" That Bode Well For Japanese Equities – GMO Asset Management

As wealth and asset managers continue to set out their ideas on strategy and portfolio positioning...

People Moves
4 January 2024

Standard Chartered Appoints Senior Private Bank Figure For Greater China

The recently-appointed figure, who has worked in the financial industry for more than two decades,...

Strategy
4 January 2024

MAPFRE AM Optimistic About Markets In 2024

Javier Lendines, general manager of MAPFRE AM, the asset management arm of MAPFRE, a large...

New Products
4 January 2024

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

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

M and A
3 January 2024

US Fund Giant Completes Putnam Acquisition

The acquisition takes the total AuM of Franklin Resources to $142 billion, based on figures for the...

People Moves
3 January 2024

Who’s Moving Where In Wealth Management? – Evelyn Partners

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