News, Comment & Analysis results for Archive

New Office
9 December 2025

Forsters Opens Abu Dhabi Base, Focuses On Private Wealth

As regularly noted here, the law firm's expansion into the Gulf region is part of a wider trend of...

Surveys
9 December 2025

Investors Press "Pause" On Risk In Nervous November – State Street

Political dramas in Washington, concerns about valuations of AI-linked tech stocks and a shift from...

New Products
9 December 2025

FAB, Amundi Expand Investment Solutions Across Gulf

Along with many other firms that have been increasing their presence in Dubai and neighbouring Abu...

Strategy
9 December 2025

Edmond De Rothschild Seeks To Wow Nautical World – Again

The private banking dynasty's enthusiasm for such yachts goes back to 1875. Also, in current garb,...

People Moves
9 December 2025

Who’s Moving Where In Wealth Management? – Morgan Lewis, Fidelity International, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Surveys
9 December 2025

AML Systems Gradually Improve, Big Challenges Remain

The report on the Basel AML Index calls for a shared reimagining of the fight against financial...

Investment Strategies
8 December 2025

Diversify, Lean Into AI "Thoughtfully," And Underweight The Dollar – Cambridge Associates

The organisation is among a raft of institutions setting out asset allocation views for 2026. It...

People Moves
8 December 2025

Who’s Moving Where In Wealth Management? – Investec Bank

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Technology
8 December 2025

Digital Digest: The Latest Tech News – Van Lanschot Kempen, Amundi

The latest technology news in the wealth management sector from around the world. ...

Asset Management
8 December 2025

Abu Dhabi's Aldar, Mubadala Launch Investment Platform

The groups said the platform will connect global institutional investors with real estate and...

Comment & Analysis results for Archive

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

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

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Offshore
6 March 2023

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...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...