At the event, Giorgio Carlino, head of multi-management at MIFL, also said he is positive on equities and fixed income, but more positive on fixed income. He sees opportunities in duration, notably ...

The editor takes a look at last week's de-banking report from a US regulator. In the torrent of news that comes out of Washington DC, one news item will have caught the attention of banks and wealth ...

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

JTC, a Jersey-based provider of fund, corporate and private client administration services, has made four senior appointments in the US and Latin America within its Private Capital Services ...

The UK legal and accounting firm will combine its professional services with G3 Partners’ business development and investor outreach work across the Western US and Canada.

Pacific Asset Management has set up a Latin American entity based in Montevideo, Uruguay, giving the business a permanent presence in the region for the first time. Sales directors Inés Pick and ...

The most successful modern trusts, so this article argues, are those that adapt not just to property held but to the families for whom it is held.

As intergenerational wealth transfer is taking place, with tens of trillions of dollars at stake, preparing heirs to manage assets and businesses is a major focus for private banks. HSBC is working ...

Amber River London-headquartered Amber River, a national financial planning business, has strengthened its central leadership team by appointing Rick Lowe as chief financial officer (pictured below ...

The following article comes ahead of a forthcoming report by the publisher of this news service about the specific ways in which AI affects the wealth management value chain, its processes, ...

Citigroup’s wealth business lifted third-quarter 2026 revenues 15 per cent to $3.3 billion, with growth across all three units and net income up 93 per cent. Net income at Citigroup’s wealth business ...

Keane also said that by saving 10 per cent for 40 years, an Irish saver's cash runs out for those aged 78 while it lasts until 100 when invested. To retire on pay, she said every country but Spain ...