Latest Comment & Analysis

Company Profiles
23 November 2023

Banking In Turbulent Times – In Conversation With Arbuthnot Latham

This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group (it also does commercial and corporate banking) to discuss its strategy in what has been a volatile and difficult ...

Family Office
25 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2

In part one of this two-part feature, this publication talked to German banks about their work with the country's single-family offices. Now it is the turn of Swiss banks to discuss how they approach the German ...

Family Office
24 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1

As it is high time that this news service took a deep dive into the German single-family offices sector, we talked to some of the country's banks who serve it, and set out the scale of what this sector holds. ...

Company Profiles
20 October 2023

UK's Oakley Capital Stays Nimble As Rates Affect Private Markets

After a decade or more of being told that private market investing was a hot area, drawing in significant funds from wealth managers, family offices and others, the sector has been jolted by rising rates. But th...

Fund Management
19 October 2023

Focus On Ireland As A Growing Financial Hub

Michael D’Arcy, former Irish minister of state at the department of finance, discusses the outlook for fund management in Ireland on the 25th anniversary event of Mediolanum International Funds, where the futu...

White Papers
13 October 2023

Research: Tech & Ops Wealth Trends In Wealth Management 2023

The 26-page report examines the issues and concerns affecting the shape of technology and operations in the world's wealth management sector. ...

Latest News

1 December 2023

Morningstar Wealth Favours Bonds In 2024

Morningstar Wealth has published its 2024 outlook this week, with insights from Dan Kemp, global chief investment officer at Morningstar Investment Management, and Preston Caldwell, chief US economist at Mor...

WM Market Reports
30 November 2023

Inheritors Overtake Creators As Billionaires – UBS Study

For the first time in nine editions of the report, billionaires have accumulated more wealth through inheritance than entrepreneurship, indicating that the great wealth transfer is gaining momentum. ...

30 November 2023

As COP 28 Begins, Quaero Capital Outlines Top ESG-Focused Stock Picks

As investors face a number of challenges, notably climate change, Geneva-based asset management company Quaero Capital outlines its top stock picks this month. ...

People Moves
30 November 2023

StanChart Names DPM, Asset Allocation Head

The bank said that the new appointee will play a key role in enhancing its portfolio management strategies and deepening its capability in providing clients with wealth advice. ...

People Moves
30 November 2023

Renowned US Investment Figure Charlie Munger Dies, Aged 99

Munger's influence on investors spread far beyond the shores of the US. A business partner with Warren Buffett, his achievements and commentaries are part of the folklore of the investment industry.      ...

People Moves
30 November 2023

LGT Appoints New Global Stewardship Lead

The UK wealth management firm continues to push its sustainability credentials. ...