Citywire Johannesburg Forum delegates strongly backed government bonds for safety, while global equities led plans for the ...

Wellington Management has decided to shut down the Wellington FinTech Fund, according to a shareholder notice seen by Citywire. The strategy, scheduled for liquidation on 12 November, held ...

Damon Joyner has succeeded Ernest Sampson as PCS' chief executive, with Sampson staying involved as co-chair. Hybrid RIA and ...

Kerry Nelson and Jacqueline Stephens were subject to an FCA criminal investigation. Two directors at Nexus Independent Financial Advisers Limited have plead guilty and admitted to defrauding clients ...

You can’t just keep doing the same thing, especially if things are not working,' said Edgewood Management partner and portfolio manager Larry Creel.

French pension and insurance firm Carac has hired Yoni Krief (pictured) as its head of unit-linked funds. Krief, who was was ...

Insurance holding company and RIA investor Sammons Financial Group revealed on Tuesday that it is rebranding the name of its ...

Wellington Management has decided to shut down the Wellington FinTech Fund, according to a shareholder notice seen by Citywire. The strategy, scheduled for liquidation on 12 November, held ...

Marc Brodard and Martin Freiermuth together bring 70 years of industry experience to the Geneva-based private bank.

Investors in funds run by Guggenheim Investments pulled $2.4bn from the firm’s 10 US-domiciled mutual funds in September, following reports of federal investigations into the business dealings of ...

The firm has dropped Sustainable Growth Advisers from the $32bn Bridge Builder Large Cap Growth fund (BBGLX) while adding both Wellington and Los Angeles Capital Management.

At a live testing event, advisers trialled ChatGPT, Claude and Saturn to see how their responses to advice questions varied.