News, Comment & Analysis results for Archive

M and A
20 January 2025

Alternative Investments Platform Acquires Onboarding Solutions Firm

Giving its rationale for the deal, iCapital says there's a pressing need to make onboarding less...

Wealth Strategies
17 January 2025

Natixis IM Positive On US Equities, Alternatives, Gold In 2025

Julien Dauchez, head of portfolio consulting and advisory, and Cecile Mariani, head of global...

Financial Results
17 January 2025

JP Morgan's Q4 Wealth, Asset Management Results Shine

Besides setting out the results, the CEO of the US lender talked about the need to get the balance...

Financial Results
17 January 2025

Citigroup's Wealth Results Sharply Improve

The headline figure for Citigroup's wealth business showed that the US lender ended 2024 on a...

Investment Strategies
17 January 2025

Evelyn Partners Outlines Five Top "Trump Cards" For Investors

Daniel Casali, chief investment strategist at UK wealth manager Evelyn Partners, shares his...

New Products
17 January 2025

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

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

Investment Strategies
16 January 2025

St James's Place Smiles On Small-Cap, Emerging Market Equities

Justin Onuekwusi, chief investment officer at UK wealth manager at St James's Place, shares his...

Compliance
16 January 2025

Financial Regulators Turn Up Heat On Miscreants

The reports looked at a range of different types of financial misconduct, failure and outright...

People Moves
16 January 2025

JP Morgan AM Names Hong Kong Intermediary Sales Head

The newly-appointed figure, who will be taking up the role from the start of April, has worked in...

Investment Strategies
16 January 2025

Stonehage Fleming Positive On US Equities In 2025, Cautious On Europe, China

Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming, advisor to families and...

Comment & Analysis results for Archive