04/01/2025
Wealth Managers Turn to AI and Private Assets to Boost Their Business
Private assets remain a key focus for wealth managers, although 26% consider that access (or lack thereof) poses a threat to their business
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.
03/24/2025
CFRA provides LGT’s investment professionals with industry-leading global fundamental equity research through their MarketScope Advisor Platform and product shelf.
03/24/2025
The May report will also feature selections for the Best Islamic Financial Institutions, the Best Banks by US Region and the World’s Best Banks by Region.
03/24/2025
Although in most cases it is buried, people's creativity when it comes to hiding money knows no bounds.
03/24/2025
The bank expects its revenue to be little changed at end-2027 compared to 2024
03/21/2025
Rising costs, revenue competition to drive search for added scale
03/21/2025
This follows two years of sluggish 2% brand value growth and reflects the banking sector's ability to sustain momentum despite market volatility.
03/21/2025
This data was collected from over 460 Independent Financial Advisers who provided feedback at series of Quilter roadshows exploring the new fiscal tax changes and the impact on financial advice.