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Latest Comment & Analysis

22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a stack of facts and figures in front of those who, perhaps because of their public roles in driving debate, could ...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of growth all make it into a conversation between Avaloq in the UK and this publication. ...

12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including Russia – which advises people on visa programmes aimed at wealthy individuals and their families. ...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B and B2C in its business model, tells this publication about itself. ...

3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management market. This kicks off with an examination of the broad picture of the United Arab Emirates and the Kingdom of Saudi ...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Latest News

Banking Crisis
5 June 2023

UBS Says It May Complete Credit Suisse Acquisition By 12 June

The Swiss bank gave an update on how soon it expects to wrap up its acquisition of its rival. ...

5 June 2023

Opinion Of The Week: Advising Philanthropists – It's Harder Than You Think

A book published this year sets out the ideas and challenges that advisors to philanthropists need to take on board. It frames arguments in a compelling way and deserves wide attention. ...

WM Market Reports
5 June 2023

Market Falls Hit 2022 HNW Individuals' Wealth; Firms Must Raise Digital Game – Capgemini

One of a cluster of annual measures of how well – or not – the global wealth sector is faring, the Capgemini report noted how falling markets hit HNW wealth in 2022, and also highlighted how firms should tak...

5 June 2023

Opportunities In UK Equities, Despite Apathy – Columbia Threadneedle Investments

Julian Cane, manager of CT UK Capital & Income Investment Trust, part of Columbia Threadneedle Investments, discusses why performance of the UK market lagged that of many other countries, despite its recovery si...

People Moves
5 June 2023

Who’s Moving Where In Wealth Management – Vermeer Partners

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations. ...

5 June 2023

EXCLUSIVE: BNY Mellon's Pershing Aims For EMEA Winning Formula

Last year Pershing, part of BNY Mellon, appointed a CEO for its Europe, Middle East and Africa business – a person with experience at institutions such as the London Stock Exchange Group, large consultancies, ...