Investment
Investment | 28 Jul 25
Advisers maintaining stance on US equities in client portfolios – survey
Franklin Templeton survey conducted by Opinium
South African firm Finwel under investigation following client complaints
Clients experienced losses on low-risk investment
Investment | 21 Jul 25
S&P Dow Jones Indices to acquire private wealth research firm
ARC Group’s advisory division, which advises on $25 billion in assets for international families and charities, bids for more global business
Investment | 15 Jul 25
Volatility sees almost all UK financial advisers readying strategy change – report
Nearly all advisers (92%) say clients are poised to make changes to their investment strategies if global market volatility persists in 2025
Sumitomo Mitsui Trust launches Singapore arm
The Singapore office will also be used as a hub to enhance the company’s investment platform