Investment Strategies
29 January 2026

Caution Is Investment Watchword For UK-Based WELREX

Although taking a broadly "conservative investment" position, the wealth management firm is also...

Investment Strategies
29 January 2026

Fewer US Equities, More Europe, Emerging Markets In 2026 – Pictet

Swiss-based Pictet Wealth Management shared its insights on the investment outlook for 2026 at a...

Family Office
29 January 2026

For Family Offices In Motion, It's Much More Than Just Taxes

Continuing our look at the changing footprints of family offices around the world, we talk to a...

Client Affairs
28 January 2026

Wealth Manager Backs UK's Financial Planning Week Initiative

During the UK's Financial Planning Week 2026, led by the Chartered Institute for Securities &...

Surveys
28 January 2026

Client Engagement, Staff Retention Are Managers’ Top Priorities – Research

WTW’s Wealth Investments business has identified key challenges and priorities facing the wealth...

Company Profiles
28 January 2026

Growth By Solving Banks' Pain Points – In Conversation With SpeciTec

We talk to a firm that goes deep into the challenges that banks face around onboarding, risk...

New Products
28 January 2026

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

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

Alt Investments
27 January 2026

Geopolitical, Economic Nerves Keep Gold Strong

The rise in the price of gold – that most classic of safe-haven assets – continues. Brokers and...

People Moves
27 January 2026

Who’s Moving Where In Wealth Management? – Aviva Investors, Global X ETFs Europe

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

New Products
27 January 2026

What’s New In Investments, Funds? – Alquity Group, JTC, Winterflood

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