News, Comment & Analysis results for Archive

ESG
14 October 2026

EXCLUSIVE: Edmond de Rothschild AM Expects Progress On Investment In Renewables At COP31

Ahead of the 31st United Nations Climate Change Conference (COP31) in Antalya Turkey, taking place...

Strategy
14 October 2026

AI Shifts Advisor Time From Administration To Client Relationships  

As part of a series ahead of a new report from this news service into AI and wealth management, we...

Investment Strategies
13 October 2026

Shareholder Pressure Makes Japan Inc More Rewarding – Zennor

A London-based manager with a Japan focus says European investors are well placed to push Japanese...

New Products
13 October 2026

What’s New In Investments, Funds? – SLM Partners, M&G

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

New Office
13 October 2026

ING Targets Spain; Plans Private Banking Growth

Dutch banking and financial services group ING is in a new phase of growth in Spain with the...

Legal
13 October 2026

UK's Burnham Proposes Non-Compete Clampdown – Draws Questions, Criticism

A number of governments have considered whether to limit or even ban non-compete contracts, an...

Investment Strategies
13 October 2026

EXCLUSIVE: Comgest, Indosuez WM Constructive On Emerging Markets

This news service recently visited wealth managers in Paris to discuss their wealth and asset...

Asset Management
13 October 2026

For Quant Investors, AI Is A Major Advance, With Caveats – Lazard AM

We talk to one of the portfolio managers at New York-headquartered Lazard Asset Management about...

People Moves
12 October 2026

Summary Of Senior Wealth Management Moves Around The World – July 2026

A global roundup of senior moves in the world's wealth management industry. ...

Investment Strategies
12 October 2026

EXCLUSIVE: BNP Paribas WM Upbeat On Emerging Market Equities, US Tech

This news service visited Paris recently to meet a number of wealth and investment managers to...

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. ...