News results for Archive

Compliance
27 May 2022

Give UK Regulator More Teeth Over Online Scams – PIMFA

The UK's proposed new Online Safety Bill is controversial, and is designed to remove fraudulent and...

M and A
27 May 2022

Deals Of The Day: The Latest In Wealth Management M&A – Irwin Mitchell

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Company Profiles
27 May 2022

Regional UK Wealth Firm Mulls Inflation, Clients' Financial Complexities

We talk to an example of a substantial regional UK wealth management firm that earns a good living...

Strategy
27 May 2022

Lombard Odier Forges Australian Partnership

Partnerships, which continue to flourish in Asia, are ways for firms to obtain market reach and...

People Moves
27 May 2022

Deutsche's Private Bank Adds To Americas Team

The international private banking arm of the German lender has made a number of hires in the Bay...

People Moves
27 May 2022

Who's Moving Where In Wealth Management? – IQ-EQ, River And Mercantile, Seddons

The latest wealth management moves and appointments in the UK, rest of Europe, the Middle East and...

Asset Management
26 May 2022

Exclusive: GQG Explains How It Bucked Negative Equity Performance Trend

Mark Barker, managing director at asset manager GQG Partners, outlines key reasons behind their...

Alt Investments
26 May 2022

iCapital Continues Expansion With Acquisition

The ascent of firms such as iCapital speaks to the rise in popularity of alternative investments...

People Moves
26 May 2022

Who's Moving Where In Wealth Management? – Momentum Multi-Asset Value Trust plc, Allspring Global Investments

The latest wealth management moves and appointments in the UK, rest of Europe, the Middle East and...

Alt Investments
26 May 2022

AssetTribe Launches Alternative Asset Investment Platform

The digital platform aims to satisfy rising demand for exposure to alternative assets from...

Comment & Analysis results for Archive

Strategy
11 February 2021

WEALTH TALK: Focus On Client Segmentation Strategy

This news service talks to a nationwide US wealth manager about the approach it takes to client...

Asset Management
5 February 2021

Disciplined Bitcoin Investing Can Pep Up Portfolios - Nickel Digital Asset Management

We talk to a founder of a new London-based investment firm that holds bitcoin. It argues that when...

Client Affairs
3 February 2021

The Case For Avoiding GameStop Craze

The surge in retail investor trading in shares such as computer games retailer GameStop, cinema...

Company Profiles
28 January 2021

Asia-Based HNW Investors Smile On Western Commercial Property

The firm says there is particular demand from clients, such as Asian HNW individuals and family...

Investment Strategies
22 January 2021

Japanese Equities Deserve Fresh Look

The Asia-focused asset management firm talks about the case for investors taking a new look at...

Strategy
20 January 2021

BOOK REVIEW: Free Lunch Thinking By Tom Bergin

A new book by a UK journalist challenges a number of economic ideas that he says have damaged...

Fund Management
19 January 2021

Managers Hone 2021 Investment Opportunities

January is typically when fund managers post where opportunity is knocking in a year expected to...

Legal
4 January 2021

The Tug Of War For Trustees In Divorce

Sadly, the start of this year is likely to be a busy time for solicitors handling marital disputes....

Banking Crisis
24 December 2020

EDITORIAL COMMENT: How The Wealth Sector Fared During Pandemic Year

As we sign off ahead of the holiday, group editor Tom Burroughes looks back at an extraordinary 12...

Emerging Markets
22 December 2020

What Does India Have To Offer Investors In 2021?

As one of the world’s great emerging market economies, how should India figure in the portfolios...