News, Comment & Analysis results for Archive

Technology
13 February 2025

How Artificial Intelligence, Industry 4.0 Raise Wealth Workforce Skills

February is a month when this news service will be exploring use cases for AI in wealth management...

People Moves
13 February 2025

Former Wealth Management CEO Joins Big Issue Group

The Big Issue Group, well known for its work in the UK for changing the way poverty is tackled, has...

Trust Estate
13 February 2025

Inheriting Trouble: Options After Estate Insolvency Due To Negligence Or Fraud

This article considers arguments about estates involving insolvency, and roles such as those of the...

People Moves
12 February 2025

UK Wealth Consultant Bob Cossey Dies

An important figure in the wealth management sector has passed away at the age of 69. ...

Financial Results
12 February 2025

Mediobanca's Profits, Wealth Revenues Rise In Six Months To End-2024

The Italian banking group provides services including private banking and wealth management, and...

Financial Results
12 February 2025

Pictet’s Profit, AuM Up In 2024

Swiss private bank Pictet, which operates in a number of regions, has released its unaudited...

Strategy
12 February 2025

Ocorian Inks Strategic Partnership With Data Aggregation, Analysis Firm

The partnership covers much of the background work of wealth management and business services used...

People Moves
12 February 2025

IQ-EQ Names New Deputy Group CEO; Group CCO

Luxembourg-headquartered IQ-EQ, an Astorg portfolio company and an investor services group, has...

People Moves
12 February 2025

Crestbridge Family Office Services Names New Chairman

The new chairman of the group, who has worked in the family office, trust and asset structuring...

New Products
12 February 2025

What’s New In Investments, Funds? – Nomura Asset Management, Evelyn Partners

The latest news in investment offerings, financial products and other services relative to wealth...

Comment & Analysis results for Archive

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...

Investment Strategies
1 August 2024

Stonehage Fleming Leans Into Tech, Healthcare

A desire for delivering above-average organic growth, and firms that have a strong culture and...

Offshore
31 July 2024

The Bahamas' Push For Climate Justice, Tapping Digital Assets Growth Story

The Caribbean jurisdiction has been through its fair share of challenges. Today, the international...

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...

Company Profiles
16 July 2024

Guiding Advisors From Start To Finish – The View From Benchmark Capital

Part of Schroders, Benchmark Capital explains how it works with IFAs and other wealth...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...