Envestnet was part of the initial wave of integration partners with Anthropic's Claude for Financial Advisors, as was competitor Orion, which has opted to charge MCP and API fees for vendor partners.

T. Rowe Price portfolio manager Priyal Maniar will be leaving the firm on November 13 to ‘pursue other opportunities,’ the asset manager confirmed. As a result, she will come ...

Graham Spence, who helps run the $7.7bn JP Morgan American investment trust, departs to pursue another opportunity.

How Geneva’s biggest private bank combines institutional asset servicing and bespoke wealth solutions for external asset ...

Boutique asset manager Arvy is launching an automated ETF savings plan, it announced today. The firm’s new World Market investment strategy allows investors to build a globally diversified portfolio ...

Dean Proctor expects to identify his next acquisition target before the year is out and says he has no doubt his firm will ...

A roundtable brings together three managers in the infrastructure space to discuss how they think about some of the main risks.

JP Morgan Asset Management (JPMAM) value manager Graham Spence is leaving the firm in Q1 2027 after 13 years. Spence is a PM on funds with a combined $20bn and is a co-PM on several large funds, ...

The FTSE 100 opened broadly flat as it continued to hold firm after last week’s brutal Wall Street tech sell-off, as attention turns to midterm election and the Bank of Englands ...

This product will target helping European investors access wider opportunities created by innovation across sectors.

Citywire + rated Peche believes keeping his distance protects him from forming biases or getting sold a certain story.

Gresham House Energy Storage is putting its portfolio up for sale after coming under pressure from activists this year.