News, Comment & Analysis results for Archive

Strategy
30 May 2025

Latest UK Wealth Merger Highlights "Consolidation Of The Consolidators"

The coming together this week of two UK-based wealth managers, now owned by private equity houses,...

People Moves
30 May 2025

Summary Of Global Moves In Wealth Management – March 2025

A summary of the main wealth management industry moves around the world during March 2025. ...

Alt Investments
30 May 2025

With Crypto, Digital Asset Rules In Flux, Consider "Hybrid" Custody Models

This news service recently spoke to a US-based digital custody business serving wealth managers and...

Investment Strategies
30 May 2025

US Court Strikes Down Most Trump Tariffs – Reactions

A three-member trade court has struck down many of the Trump administration tariffs, saying that...

People Moves
30 May 2025

Who’s Moving Where In Wealth Management? – C Hoare & Co

The latest moves, appointments and personnel changes among wealth management and related...

M and A
30 May 2025

Mattioli Woods, Kingswood Merge To Form £25 Billion Group

Both Kingswood and Mattioli Woods are owned by private equity firm Pollen Street. ...

Tax
30 May 2025

OPINION OF THE WEEK: A New Investor Visa – Why Now?

In this commentary from a legal expert, the authors lays out why, if a new residency-based system...

People Moves
30 May 2025

Northern Trust Asset Management Names New Investment Strategy Chiefs

One of the largest asset managers in the world has elevated two of its most senior figures in this...

Technology
29 May 2025

Digital Digest: The Latest Tech News – SimCorp, 360T Group

The latest technology news in the wealth management sector from around the world. ...

Investment Strategies
29 May 2025

Amundi Sees India Opportunities Amidst Tariff Turmoil

This month, French asset manager Amundi hosted an emerging markets roundtable in London. It...

Comment & Analysis results for Archive