News, Comment & Analysis results for Archive

Investment Strategies
19 June 2026

EXCLUSIVE: AI Impact Demonstrates UK's Value Opportunities – Ninety One

Ninety One’s UK Franchise Fund portfolio manager Ben Needham talks to this news service about the...

People Moves
18 June 2026

Azura Partners Names Bank Sector Veteran As COO

The newly-appointed figure has worked at banks such as CMB, Barclays and HSBC. ...

Client Affairs
18 June 2026

Singapore Bolsters Its Position As Cross-Border Wealth Hub – PwC

Singapore could capture Asia Pacific’s accelerating asset and wealth management opportunity,...

Compliance
18 June 2026

Rathbones, Hit By Client Inflow Halt, Announces Share Buyback

Shares in the wealth management house have been hit hard by the announcement this week that it is...

People Moves
18 June 2026

Suntera Global Names New Global Private Wealth Head

Suntera Global, a Jersey-headquartered, independent provider of fund, corporate, and private wealth...

New Office
18 June 2026

Fasanara Capital Opens Debut US Office, Names Head

New fintech channels – and even questions about traditional fractional reserve banking – have...

People Moves
18 June 2026

Who’s Moving Where In Wealth Management? – Quilter Cheviot

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

New Products
18 June 2026

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

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

People Moves
17 June 2026

IQ-EQ Targets Middle East, Makes Senior Hire

In line with a number of firms that have been expanding their presence in the Middle East, IQ-EQ...

M and A
17 June 2026

Fenchurch Advisory Partners Expands US Presence With Acquisition

The combined firm, with over 110 investment bankers serving the financial services sector, has...

Comment & Analysis results for Archive

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...

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. ...