News, Comment & Analysis results for Archive

People Moves
19 December 2025

Coller Capital Sets Up In Tokyo, Continues Secondaries Build-Out

As the market for "secondaries" continues to expand and firms specialising in the field broaden...

Compliance
19 December 2025

Compliance Corner: Sun Life Establishes DIFC Operations

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Alt Investments
19 December 2025

Europe's Eurazeo Leans Into Evergreen Investment Trend

We talk to a Europe-based investment group about its focus on the perpetual, or evergreen fund...

Strategy
18 December 2025

Blackstone Builds Partners In European HNW Investor Charm Offensive – Report

These large investment houses, often specialising in private market investments such as private...

Technology
18 December 2025

AMINA Bank Forges Connections To Web3 Startups

The international bank, which was founded in 2018 and concentrates on the digital assets space, is...

People Moves
18 December 2025

Who’s Moving Where In Wealth Management? – UBS AM, W1M Wealth Management, CISI

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

New Products
18 December 2025

What’s New In Investments, Funds? – PIMCO, M&G

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

Company Profiles
18 December 2025

Private Markets Shift Puts Premium On Reliable, Transparent Data – ARC

One of the dominant wealth management themes of recent years has been private market investments....

Investment Strategies
18 December 2025

EXCLUSIVE: Oakglen Wealth Explains European Overweight, US Equity Underweight; Asian Tech

Dominic Tayler, UK managing director at Oakglen Wealth, a wealth manager with offices in London and...

M and A
18 December 2025

Summary Of Major Wealth Management, Private Bank M&A Deals For 2025

Among the standout deals in another busy year for M&A, was Corient's purchase of two UK-based...

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...