News, Comment & Analysis results for Archive

People Moves
March 19, 2026

Finastra Creates "AI Center Of Excellence," Names Chief

As the financial sector, such as private banking and wealth management, wrestles with potential AI

Investment Strategies
March 18, 2026

Investors Retreat From Risk, Move Into Cash – Bank Of America FMS

Unsurprisingly, a survey of what fund managers around the world think showed that they are moving

People Moves
March 18, 2026

Northern Trust Wealth Management Adds Senior Figure

The appointee has worked in wealth management, private banking and fine art for 25 years.

M and A
March 18, 2026

iCapital Pushes Further Into Insurance Sector

Since its founding in 2013, iCapital has been among a crop of specialist firms, often harnessing

M and A
March 17, 2026

Deals Of The Day: The Latest In Wealth Management M&A – WisdomTree

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Investment Strategies
March 17, 2026

EXCLUSIVE: French Investment House Overweight US, Eyes Opportunities In Japan

Paris-based asset manager Ossiam, which focuses heavily on exchange-traded funds , discusses its

People Moves
March 17, 2026

F2 Strategy Welcomes Back Former CEO

The CEO had left to work at FNZ but instead he's returned to his old employer.

New Products
March 17, 2026

Diversity Project Rebrands Across UK, Europe, North America

The Diversity Project UK, Diversity Project Europe and Nicsa’s Diversity Project North America

People Moves
March 17, 2026

Who's Moving Where In Wealth Management? – Raymond James, Truist

The latest moves, appointments and personnel changes in North American wealth management.

Investment Strategies
March 16, 2026

OPINION OF THE WEEK: Private Credit Sector Wobbles Provide Salutary Warning

However the whole private credit redemption control saga plays out, investors have perhaps received