The Swiss private bank has also added to its Asia Switzerland team, taking on a senior staffer from the firm's asset ...

Technology stocks bounced back after fears over AI safety were put at ease, whilst private equity valuations remained under close scrutiny.

As AI giant Anthropic launches a Claude platform for advisers in the US, four UK advisers say what the move could mean for the future of advice.

Building a bespoke ETF range is harder than it looks. As managers scramble to launch their own branded funds, Amundi is betting its massive scale can make ‘ETF-as-a-Service’ work where Goldman Sachs ...

Former CEO of advice consolidator IWP Austen Robilliard joins Heart of Wealth to discuss ABN Amro Investment Solutions’ ...

Currently, managers can only charge on performance for certain qualified clients. The SEC is considering expanding those parameters.

Citywire’s Global Elite index surged 2.7% this week as a revived tech and AI rally outperformed flat broader markets, even as ...

Third Financial was acquired by Nucleus in June 2024 from its previous owner, private equity firm Grafton Capital. It uses what is known as ‘model B’ offering, which means it effectively offers wealth ...

Citywire understands evergreen funds from Ares, Apollo and HarbourVest will be made available to clients on an advisory basis, in addition to KKR strategies.

Yet he faced a ‘total surprise’ when he realised the size of the local currency emerging market debt markets, Lopes Abreu ...

From digital sukuk to wealth management suitability, Asean fund gatekeepers share the key regulatory shifts occupying their ...

Abby Hay spent three years with Aegon UK, where she led the fund selection process for global equities, Japanese equities and ...