News, Comment & Analysis results for Archive

M and A
14 June 2024

Deals Of The Day: The Latest In Wealth Management M&A – 360 ONE WAM

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

14 June 2024

UK Investment Firm Secures CISI Chartered Firm Status

The status is awarded by the Chartered Institute for Securities & Investment. ...

New Products
13 June 2024

Singapore's Paragon CM Targets North Asia Wealth Market

The wealth management boutique, headquartered in the Asian city-state, is spreading its business...

Asset Management
13 June 2024

What's New In Investments, Funds? – MSCI

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

People Moves
13 June 2024

Who’s Moving Where In Wealth Management? – Hoxton Capital Management, S64, TIME

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

Alt Investments
13 June 2024

Preqin Launches Private Market Navigation Offering

Navigating the reefs and shoals of private markets is more important than ever, given the billions...

Asset Management
13 June 2024

Asia-Focused SPAC Lists, Raises $86 Million

In the past, several banks serving family office and HNW clients were involved in the sector, which...

13 June 2024

Nominations Open For 12th Annual WealthBriefing Swiss Awards 2025

The publisher of this news service is pleased to announce that nominations have opened for next...

12 June 2024

WEALTHTALK: The Bahamas' Wealth Management Story – Talking To The Experts


12 June 2024

International Wealth Firm Achieves Prized B Corp Status

The firm, based and operating from Dubai and the UK, has achieved the B Corp status that is held by...

Comment & Analysis results for Archive

20 May 2022

EDITORIAL COMMENT: A High Net Worth Status Ain't What It Used To Be

Inflation is eroding the value of money at a rapid clip, and that means the old minimum sums...

Islamic Banking
13 May 2022

Going Green Can Carry Costs, Warns Advisor On Islamic, Other Finance

Those who are attracted to "Green" investing may also be interested in Shariah finance. A firm...

Real Estate
11 May 2022

New UK Heat Regulations And Property – What Family Offices Should Know

A new set of rules in the UK, taking force from the start of September, is designed to improve...

Client Affairs
10 May 2022

"No Fault Divorce" – Only A Tick Box Away From Separation

A change in law affecting England and Wales came into force from early April, changing the...

9 May 2022

A Walk Around The World's Regulatory Landscape

This news service speaks to BNY Mellon Pershing, a business with considerable interplay with...

Wealth Strategies
4 May 2022

Behavioural Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...

Family Office
3 May 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices by Highworth Research's database – working with...

Practice Strategies
3 May 2022

The Perfect "Sandbox" – How Avaloq Innovates In The Cloud

We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the...

WM Market Reports
28 April 2022

New Report On How Bahamas Pushes Forward As IFC

This is a mini-series on The Bahamas Financial Services Industry. ...

Investment Strategies
20 April 2022

Steering A Careful Course Around Credit Amid Volatile Times

We talk about rising rates, hot inflation, Russia and much else with a senior figure at an asset...