News, Comment & Analysis results for Archive

People Moves
13 May 2026

Who’s Moving Where In Wealth Management? – Foster Denovo, Peel Hunt, Others

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

People Moves
13 May 2026

Carmignac Boosts Investment Team With Four Hires

These appointments will enhance the firm's research capabilities, helping it to identify long-term...

WM Market Reports
13 May 2026

UBS Survey Lifts Lid On How Families Prepare For Inheritance, Change

With a multi-trillion-dollar wealth transfer under way, preparing upcoming generations for the...

Client Affairs
13 May 2026

Wealth Managers Fret As UK Prime Minister Clings To Office

Wealth managers discuss the investment impact of the potential resignation of UK Prime Minister Sir...

People Moves
13 May 2026

EFG CEO To Become Swiss Bankers Association New Chair

There's change at the top of a banking association that has not been afraid to make its views known...

ESG
13 May 2026

The ESG Phenomenon: Climate X, Orbis Advisory

The latest developments in the ESG space. ...

New Products
13 May 2026

What’s New In Investments, Funds? – Ardian, iCapital, Franklin Templeton, Fidelity

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

Alt Investments
13 May 2026

Partners Group Enters Bank Of East Asia Distribution Pact

The partnership will give BEA's wealth management and HNW clients access to a selection of Partners...

Alt Investments
12 May 2026

Private Credit Funds Generally Deserve Applause, Not Brickbats – Asset Managers

Private credit, a fast-growing sector, has hit turbulence, but it is premature and unjust to claim...

New Office
12 May 2026

State Street Targets Spain

State Street Investment Management has bolstered its commitment to Spain with Madrid office...

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...