10/21/2026
The result is a return engine that has historically exhibited relatively low sensitivity to many of the common risk factors embedded in traditional portfolios.”
10/21/2026
The UK private wealth manager will expand Wealthspire’s specialized capabilities serving professionals across the entertainment, sports and fashion industries
10/21/2026
Nomura, Japan’s biggest brokerage, is considering the potential size of the operation though no final decision has been made
10/21/2026
Investors in the distributing fund will see their fees reduced by at least 25 basis points for three years and investors in the compounding fund will see their management fees reduced by up to 75 basis points until January 1, 2030.
10/21/2026
Quilter adviser productivity increased 9% year-on-year in the third quarter.
10/21/2026
The asset manager benefited from investor rotation out of US equities, strong demand for its European strategies and expansion of its international distribution network
10/21/2026
Adviser AUMA increased by 5% to £84.5bn, with net outflows of £0.7bn in line with the previous quarter.
10/21/2026
Income increased on the preceding quarter, with rising net interest income, net fee and commission income and net gains/losses on financial transactions.
10/21/2026
Amundi completes the first closing of its fifth-generation private debt fund targeting institutional investors
10/20/2026
The portfolio invests predominantly in a range of high-quality money market funds and has a portfolio management cost of 0.10%.
10/20/2026
The report calls on the Government to address these issues by considering targeted incentives to help homeowners with extra space move to smaller properties, unlocking much needed capacity in the housing market.
10/20/2026
Matrix 360 combines Defaqto’s product data with interactive dashboards, comparison tools, alerts and reporting capabilities.
10/20/2026
Appointment will see Waystone provide ACD and Transfer Agency services to three new funds supporting Brooks Macdonald’s managed portfolio service
10/20/2026
Three were named in its Top 50 Private Bankers
10/20/2026
The required qualifications will be fully funded by the business
10/20/2026
The arrangement is intended to help clients consider property borrowing and investment decisions alongside their wider financial circumstances, including retirement planning and the protection of family wealth.
10/19/2026
The award recognizes an important milestone in the Private Bank’s strategic transformation towards more efficient banking with a consistent focus on clients.
10/19/2026
Euromoney recognised the Defence Initiative as an example of collaboration across Deutsche Bank in support of Europe’s defence and resilience agenda.
10/19/2026
The firm is strengthening its wealth management offering for HNW and UHNW individuals, families and family offices across the region
10/19/2026
The collaboration bridges the worlds of elite sport and investor psychology, exploring the mindset, discipline, and decision-making that underpin long-term success in investing.