News, Comment & Analysis results for Archive
Wealth Managers Ponder Venezuela Fallout
The Trump administration certainly began 2026 in dramatic fashion, announcing the capture of the...
Expanding Klay Sets Sights On Swiss Entry, Explains Business Model
The rise of such firms highlights how HNW and ultra-HNW individuals, often with multiple bank...
Who's Moving Where In Wealth Management? – Helvetic Trust, Algebris, Amundi, Others
The latest moves, appointments and personnel changes for wealth management in the UK, rest of...
Commodity Markets, China Top Performers In 2025 – AIC
The UK’s Association of Investment Companies has released new research for closed-ended...
Afin Bank Names New Head Of High Net Worth And Diaspora Banking
In a short time, the new head has already made an "exceptional" contribution to Afin Bank,...
Deals Of The Day: The Latest In Wealth Management M&A – MetLife Investment Management, PineBridge
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Why Family Governance Matters In Modern Wealth Planning
The following guest commentary argues that governance is central to wealth planning conversations. ...
Summary Of Senior Moves In Global Wealth Management – November 2025
A summary of moves, appointments, and personnel changes in the world's wealth management sector. ...
Who's Moving Where In Wealth Management? – HKIFA, Standard Chartered
The latest moves, appointments and personnel changes in Asia-Pacific wealth management. ...
Focus On Sustainable Investment, AI And The Energy Transition – EdenTree
Despite the challenges, UK sustainable investment manager EdenTree said that in 2026 it is...
Comment & Analysis results for Archive
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...
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
Developments In Private Bank RegTech – Views From The Experts
Regulatory technology – software that a private bank has to use in order to produce information...
In Tough Times, Private Market Secondaries Can Shine
The venture capital, private equity and other parts of the "private markets" space have been jolted...
Exclusive: Biotech Sector To Take Off In 2023
Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...
Comgest's Mood Brightens For Europe, Asia Investments
After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...
The Squeeze On Investment Visas – What Should Happen Now?
With these programmes, the subject of this interview says, the benefit is not just in the initial...
Challenges For Multi-Generational Families Over Succession
A take-home point from this article is that for multi-generational family firms to navigate...
Foundations For Effective Corporate Governance
The author argues that UK regulatory expectations largely date back to the financial crisis. At...
Soaring Inheritance Tax Receipts Highlight Need For Reform
Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...