Financial Results
17 July 2023

JP Morgan's Wealth, Asset Management Net Income Rose In Q2

In customary fashion, JP Morgan fired the starting gun in the quarterly reporting season,...

Financial Results
17 July 2023

Net Income Slips At Citigroup's Personal Banking, Wealth Management Arm

A variety of forces reduced the net income figures at the US bank's personal and wealth management...

Surveys
14 July 2023

Most Over-55s Haven't Prepared Wealth Transfer Plans – Report

UK wealth manager St James's Place released new research this week looking at what steps people...

People Moves
14 July 2023

Who’s Moving Where In Wealth Management – Evelyn Partners, Squircle Capital, Others

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

White Papers
14 July 2023

Artificial Intelligence Could Render Universal Price Level "Meaningless" – UBS

As debate continues as to what AI means for global economics and investment, the world's largest...

M and A
14 July 2023

GAM's Largest Shareholder Gives Green Light To Takeover

The Silchester group has held a stake in GAM Holding since 2011. Its approval of the transaction...

ESG
14 July 2023

Japan's SuMi TRUST Steps Up Sustainability Game With UK Pact

The Japanese firm is working with a quantitative research house that says it mixes superior...

Tax
14 July 2023

OPINION OF THE WEEK: There's Plenty Of Life Yet In Globalisation

I look at two broad moves on the global trade, data and tax front that ought to be of interest to...

ESG
13 July 2023

The ESG Phenomenon: Nuveen

The latest developments in the ESG space. ...

New Products
13 July 2023

What’s New In Investments, Funds? – Franklin Templeton

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