News, Comment & Analysis results for Archive
Gravis Listed Real Estate Fund Manager In Optimistic Mood
Matt Norris, head of real estate at Gravis, a UK-based property, infrastructure and private credit...
Businesses Yet To Feel Cost Of Renewed Middle East Conflict – Fidelity International Survey
Fidelity International's Analyst Pulse Survey for the second quarter of 2026 shows that many...
BNY Wealth Explores US Wealth Transfer Readiness, Confidence
Covering topics from financial literacy through to the preparations for transfer and use of trusts,...
Deals Of The Day: The Latest In Wealth Management M&A – Ardian, AXA, ACM, Wafra
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
OPINION OF THE WEEK: Millennial, Gen X, Boomer: These Terms Say Little About Your Client
It is time to retire generational labels of clients, particularly in public commentaries from the...
Temenos Wraps Up Fintech Purchase, Boosts Wealth Sector Ambitions
Temenos said the acquisition in a cash and equity deal adds to its wealth franchise ambitions. ...
AMINA Bank Says It Scores First With Crypto Payments Integration
The digital assets bank – founded in 2019 – says it has achieved an important first in the...
The Sustainability Phenomenon: KBI Global Investors
The latest developments in the sustainability space. ...
Managing Family Offices' AI Risk – White Paper
This paper from a law firm points out that family offices operate in a highly sensitive...
Bentley Reid’s Malta Subsidiary Names New Chief Executive
There’s change at the top of the Malta-based wealth management organisation. ...
Comment & Analysis results for Archive
Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver
Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...
The Mauritius-Dubai Connection Holds Big Potential – MCB
We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....
Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains
LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...
The Power Of Nuptial Agreements In English Courts
As the authors of this article explain, nuptial agreements are not automatically binding in the...
Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option
We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...
Handling Harassment: Rights, Wrongs For HNW Families
Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...
Wealth Management: Technology Platforms, Competition In Challenging Economic Times
Every wealth manager is struggling with the key question of how to balance competing imperatives....
Fractions Of Fine Art – In Conversation With Mintus
The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't...