04/03/2025
ARC Indices Estimates
Continuing the recent trend, Europe/UK equities outperformed the US and value stocks outperformed growth.
04/03/2025
Continuing the recent trend, Europe/UK equities outperformed the US and value stocks outperformed growth.
04/03/2025
UBS GWM's global chief investment officer discusses his team’s evolution, which themes are surviving Trump and what appeals to billionaires.
04/03/2025
The professional trustee market has developed rapidly in recent years
04/02/2025
In the early stages of a new technological breakthrough, it is often hard to discern fact from fiction.
04/02/2025
From legacy wealth to founder-led investment firms
04/02/2025
The analysis covers the main pillars of the market including mutual funds, insurance and pension assets.
04/01/2025
This comprehensive report provides an in-depth analysis of market trends, drivers and forecasts.
04/01/2025
Private assets remain a key focus for wealth managers, although 26% consider that access (or lack thereof) poses a threat to their business
03/31/2025
Nine of the ten Directors currently in office, appointed from the list submitted by the outgoing Board in 2022
03/31/2025
German consumer confidence improves slightly after elections
03/28/2025
The government remains reluctant to raise taxes for working people, but this leaves limited options when it comes to funding its priorities, and the economic backdrop is doing few favours.
03/28/2025
He now chairs AssetCo, a firm focused on asset and wealth management innovation and Revolut, the global neobank transforming digital banking and payments.
03/27/2025
A slowing US economy is the first casualty of policy uncertainty.
03/27/2025
Ethos also regrets that the bank is withdrawing certain sustainability commitments and recommends to vote against the sustainability report.
03/27/2025
Schroders UK investment experts respond to the UK's Spring Statement from Chancellor Rachel Reeves
03/26/2025
In the face of this growing complexity, sitting tight is not an option: family offices and private wealth managers need to adapt to ensure their wealth is not exposed to unnecessary risk.
03/26/2025
Given at Pay 360
03/26/2025
Inflation came in at 2.8%, with core inflation remaining very sticky at 3.5%, both marginally better than expected.
03/25/2025
Leaders at Five Eleven Partners and Johnson Investment Counsel speak out on the costs of consolidation, the pros and cons of PE, and how they're planning ahead for clients and advisors.
03/25/2025
The Scottish First Minister and SNP leader said he is ‘very optimistic’ for next year’s Holyrood elections.