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Latest Comment & Analysis

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and independent wealth firms in Singapore and the wider region. Matters ranging from compliance through to the impact of...

Company Profiles
18 March 2025

An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level

We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In these unsettled times, these often difficult subjects are increasingly front of mind. ...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance officers and money-laundering-reporting officers (MLROs) at private banks worldwide to determine country risk, sho...

Client Affairs
12 March 2025

Wealth Asset Allocators: We Need To Talk About Defence

With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events taking place, countries are talking about large defence spending. This is giving rise to a radical shift in the inve...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they do, and how far will their use go? This article is part of a series in which we examine use cases for AI. ...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be working out well so far for this UK asset management business, founded in 2019. ...

Latest News

M and A
16 May 2025

Deals Of The Day: The Latest In Wealth Management M&A – Etops, Finanzportal24

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

New Products
16 May 2025

UK Reportedly Considers New Investment Visa

More than three years after the UK scrapped its Tier 1 Investor Visa for wealthy foreigners, reports say the Starmer administration is considering a new programme to entice those who want to invest into importan...

People Moves
16 May 2025

Who's Moving Where In Wealth Management? – B2PRIME Group, 7IM, Others

The latest moves, appointments, and other personnel moves in the UK, continental Europe, Middle East, and other select wealth management jurisdictions. ...

Client Affairs
16 May 2025

Wealth Managers React To Above-Forecast UK GDP Increase

After UK GDP grew by more than expected in the first quarter of 2025, wealth managers discuss the impact and outlook for the economy. ...

People Moves
16 May 2025

Fiera Capital Names New Japan Chief Operating, Chief Compliance Officer

Montreal-headquartered asset manager Fiera Capital is accelerating its regulated services offering in Japan with the appointment of a new chief operating officer and chief compliance officer, Japan. ...

M and A
16 May 2025

Chicago-Based Hightower Takes Another Wealth Firm Stake

Hightower, a registered investment advisor, has made its first investment in 2025, bolstering its presence in the East and West Coasts. The CEO of the firm is about to step down, with a successor taking the helm...