News, Comment & Analysis results for Archive

Strategy
24 April 2026

Citigold Private Clients Get Education Planning Services

The new partnerships highlight how helping with areas such as children's education choices can be...

Asset Management
24 April 2026

What's New In Investments, Funds? – Lombard Odier Expands Platform

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

Strategy
24 April 2026

New Bank Models Can Profit As Traditional Lender Hikes Threshold

We talk to Monument, a "challenger" bank or "neobank" that has targeted a mass-affluent segment...

New Products
24 April 2026

What's New In Investments, Funds? – Lombard Odier Holds First Closing On Fund

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

Banking Crisis
23 April 2026

Switzerland Tweaks Capital Rules, Sector Remains Fearful Over Competitiveness

Although lawmakers in Berne have adjusted planned capital rules that the bank sector has welcomed,...

Philanthropy
23 April 2026

Raffles Family Office Puts Philanthropy Activities On Single Platform

In its initial stages, the RFO Foundation will concentrate on education, talent development and...

People Moves
23 April 2026

Who’s Moving Where In Wealth Management? – Smart Wealth, Mediolanum, ABN AMRO

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

Surveys
23 April 2026

Global Wealth Creation Accelerates – Frank Knight

Knight Frank, a London-headquartered global property consultancy, released its 20th edition of The...

People Moves
22 April 2026

Who’s Moving Where In Wealth Management? – Stonehage Fleming, Universal Investment Group

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

Financial Results
22 April 2026

Northern Trust's Q1 2026 Net Income Rises 34 Per Cent

The wealth management side of the bank's results showed a broadly positive set of figures for the...

Comment & Analysis results for Archive

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...