News, Comment & Analysis results for Archive

People Moves
18 May 2026

Who’s Moving Where In Wealth Management? – Clarion Wealth Planning, Norman K

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

New Products
18 May 2026

What’s New In Investments, Funds? – State Street IM, Ninety One, Jupiter AM, Others

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

Compliance
18 May 2026

Compliance Corner: Ogier Global, British Virgin Islands

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

People Moves
15 May 2026

Summary Of Senior Moves In Global Wealth Management – March 2026

A summary of all the main moves, appointments and personnel changes in the world's main wealth...

Investment Strategies
15 May 2026

Warsh Confirmed US Fed Reserve Chair – Wealth Managers' Reactions

After the US Senate confirmed Kevin Warsh as chair of the US Federal Reserve this week, investment...

Alt Investments
15 May 2026

Private Markets Mature, Along With Stresses - Study

A new report points to rising maturation of the field, but also notes the stresses recently in the...

M and A
15 May 2026

Japan's MSI Completes Minority Barings Equity Stake

The acquisition will help strengthen Barings' investment capabilities in areas such as credit real...

New Office
15 May 2026

Partners Capital Opens Abu Dhabi Office

The firm said that opening the office – its 10th international one – is testimony to its...

People Moves
15 May 2026

UK Regulator Adds Senior Figures

The watchdog has made two senior appointments for areas covering markets, operations and...

Investment Strategies
15 May 2026

Playing Into UK Value Investing For Small Caps At Rockwood Strategic

The investment area of small-caps and the value approach to stock-picking hasn't been easy. We talk...

Comment & Analysis results for Archive

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

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...

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...