Special Reports

Access in-depth special reports dedicated to key trends and developments affecting Private Banking & Wealth Management globally. All reports are editorially independent and designed to provide unique insight.

Company & Market profiles, Exclusive interviews, Opinion pieces and AUM rankings can be found exclusively for Subscribers.

Special Reports
Data

Exclusive data compiled by our expert analysts on major trends in the sector.

Data
Subscriber Editions

Read the latest subscriber edition, as well as our archives, including in-depth features, comments, exclusive research and guest articles.

Subscriber Editions
People Moves

The latest hires and moves in the sector.

People Moves
Fintrack Editions

Every month, FinTrack will showcase the latest innovations from financial providers around the world. Each innovation is assessed and rated on key criteria, to assist with identifying, tracking & understanding key innovation globally.

Fintrack Editions
NFP swoops on Fiduciary Investment Advisors

Insurance broker NFP has purchased Fiduciary Investment Advisors (FIA), an independent investment consulting firm. The acquired business has now been integrated with NFP unit DiMeo …

Wealth tech firm Addepar secures $40m investment

Wealth management technology platform Addepar has received $40m funding from growth equity firm WestCap Group. WestCap founder and Addepar board member Laurence Tosi along with …

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