How RBC Wealth Management uses AI in their talent pipelines
AI could replace many of the tasks performed in entry-level work, but RBC WM’s Head of Training and Development sees opportunity
Wealth and Asset Management
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Standard Chartered has launched ‘Invest Like Champions’ Campaign with Liverpool FC
This is brought to life by mapping key roles of Liverpool FC players on the field to distinct wealth investment tactics.
PIMFA appoints Morningstar as new Sole Index Series’ Provider
PIMFA has appointed Morningstar Indexes to manage the UK wealth management industry’s key benchmarks from March 2026.
Johnston Carmichael Wealth rebrands to Partners Wealth Management brand following successful integration
Johnston Carmichael Wealth (JCW) has formally joined with and rebranded to Partners Wealth Management following its acquisition last March.
Amundi: 2025 4th Quarter and Annual results
Amundi Technology recorded another strong growth in its revenues
Belfast-based wealth advisory firm to open new Dublin hub to support cross-border needs of clients
Pacem Advisory now has £212m in assets under its management
The great wealth transfer: turning heirs into clients
Most wealth managers have built their businesses on the preferences, goals and communication styles of baby boomer clients.
Asia's ultra-wealthy drive insurance revenues at private banks
Jumbo policies, multi-generational planning, and cross-border flows are fueling a surge in insurance among Asia’s wealthy, and private banks have become major beneficiaries of the trend.
Standard Chartered Expands Wealth Management in China with New Shenzhen Priority Private Centre
This launch follows similar centres established in Beijing, Shanghai, and Hangzhou, designed to offer bespoke wealth management solutions for high-net-worth clients.
Ritholtz Wealth Management Executes Employee-led Succession Plan to Create Industry’s Most Visible, Dominant “Forever Firm”
Industry and media titan Barry Ritholtz expands equity ownership to more firm employees
Intesa Sanpaolo’s 2026–2029 Business Plan: scaling a proven model
The new Business Plan marks the natural transition at the end of the Group’s 2022–2025 plan.
Quilter’s WealthSelect locks in gold profits once again prior to price falls
Investors can trade both whole and fractional shares within a Robinhood stocks & shares ISA, giving them greater flexibility in how and where they invest.