Other News

The UK's largest companies have made considerable strides in prioritising workplace mental health over the past year, according to the CCLA Corporate Mental Health Benchmark, UK 100.

Investment platform Third Financial has announced three new business wins in the first four months of 2023.

Most, if not all, wealth management firms can claim to have a number of distinct attributes that makes them unique. Sometimes these may provide the basis of a positional or competitive advantage.

Lombard Odier Investment Managers (LOIM), the asset management arm of Swiss banking group Lombard Odier, and system change company Systemiq, have partnered to build a sustainable investing platform. 

Asset Risk Consultants (ARC) has published its private client indices (PCI) estimates for May 2023, revealing minor losses across all risk bands.

The first step towards efficient and cost-effective transformation by wealth and asset managers is understanding the current industry drivers, according to a report by Boston Consulting Group and global wealth management platform FNZ. 

A damning report on the private wealth industry has highlighted the sector’s “anti-tax stance”.

The majority of Limited Partners (LPs) and General Partners (GPs) are embracing an "ESG or nothing" approach in private markets, a recent report by PwC Luxembourg has shown.

The New York Stock Exchange (NYSE) has notified Credit Swiss that the Swiss bank has fallen foul of its listing rules.

A roundup of the latest funds news impacting the wealth management sector...