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Get the latest perspectives on wealth, advisory, institutional, and asset management markets

Fed Wrap – The Fed delivers another risk management cut
  • 1 day ago

During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the October Fed meeting, the reasons for the fed’s risk-management cut, and the Fed’s expectati...

Take Two: Fed and Canada cut interest rates; ECB and Bank of Japan remain on hold
  • 1 day ago

What do you need to know?The Federal Reserve (Fed) lowered interest rates by 25 basis points (bp), marking its second cut this year. The widely…

Fed cuts rates again, December move uncertain
  • 1 day ago

Central banks deliver hawkish moves as inflation surprises and global growth slows. The Fed eyes a December cut, but uncertainty and caution dominate the outlook.

JTC and UBP complete JTC’s acquisition of Kleinwort Hambros Trust Company (CI) Limited
  • 1 day ago

Global professional services provider, JTC, and Union Bancaire Privée, UBP SA (“UBP”), a leading Swiss wealth and asset manager, are pleased to announce the completion of the sale of Kleinwort Hamb...

By UBP In Industry
De-mystifying insurance: What is aggregation and how does it work?
  • 1 day ago

Breaking down the insurance jargon when ‘aggregating’ two or more insurance claims can be complex.

By WTW In Industry
Diversification in 2025: Strategies for a Balanced Investment Portfolio
  • 1 day ago

CEO Heather Brilliant, CFA, recently stopped by FINTECH.TV for an episode of Market Movers, discussing concentration risks related to the AI boom and opportunities our team is finding down the cap...

Royal London completes acquisition of Dalmore Capital
  • 1 day ago

Royal London Asset Management is one of the UK’s leading investment companies, managing assets on behalf of a wide range of institutional and wholesale clients in the UK and internationally.

Gold’s Hot Streak Cools Amid ETF Outflows
  • 1 day ago

Alexandra Symeonidi from our emerging markets debt team explains that gold sustaining its momentum will depend on continued investor and central bank demand.

GMP conversion: Simplifying benefits, investing in the future
  • 1 day ago

In this article, Richard Nicholas and Simon Pariser reflect on the Guaranteed Minimum Pension (GMP) conversion experience since the Lloyds judgment and look ahead to future developments.