News, Comment & Analysis results for Archive

Investment Strategies
8 December 2025

Diversify, Lean Into AI "Thoughtfully," And Underweight The Dollar – Cambridge Associates

The organisation is among a raft of institutions setting out asset allocation views for 2026. It...

People Moves
8 December 2025

Who’s Moving Where In Wealth Management? – Investec Bank

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

Technology
8 December 2025

Digital Digest: The Latest Tech News – Van Lanschot Kempen, Amundi

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

Asset Management
8 December 2025

Abu Dhabi's Aldar, Mubadala Launch Investment Platform

The groups said the platform will connect global institutional investors with real estate and...

Alt Investments
8 December 2025

What's New In Investments, Funds? – Apex Group, PISCES, MSCI

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

M and A
8 December 2025

Deals Of The Day: The Latest In Wealth Management M&A – Ocorian, Clarity Consulting Solutions

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

Investment Strategies
8 December 2025

ABN AMRO IS Prefers US, Emerging Market Equities Over Europe

ABN AMRO Investment Solutions’ shared its macro outlook for 2026 at a London media event this...

WM Market Reports
5 December 2025

Billionaires' Total Wealth Rises, Continue To Eye Relocation – UBS

The study drills into wealth transfer trends, the areas billionaires invest in, and their desire to...

Statistics
5 December 2025

Pre-Budget Turmoil Prompts UK Equity Exodus – Calastone

Investors exited UK and US equities, and switched to fixed income and money market funds as the...

Tax
5 December 2025

Tax Efficiency And HMRC Compliance – The Rise Of Family Investment Companies

Establishing a FIC is a strategic move for long-term family wealth management and transfer....

Comment & Analysis results for Archive

ESG
13 September 2022

Fossil Fuels And Transition: What's The Direction Of Travel?

A commentator on ESG and sustainability talks to this publication about the transition from fossil...

Offshore
6 September 2022

Havens Of Calm In Volatile Times: The Channel Islands

At last, after the lockdowns and restrictions have eased off, this news service spent time in...

Surveys
29 August 2022

Asia Has Less Envy And More People Striving For Wealth

Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a...

Company Profiles
18 August 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to...

ESG
16 August 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy towards areas such as wind, solar,...

Emerging Markets
15 August 2022

Crux Asset Management Eyes Indonesian Promise

We talk to an asset manager running Asia ex-Japan equities who argues that there is a strong and...

Uncategorised
1 August 2022

Updated Forward Features For 2022-23

Here is the most recent forward features schedule, taking us to the end of 2022. ...

Company Profiles
25 July 2022

Taking Blockchain Down A More Mainstream, Energy-Efficient Path

This publication talks to investor, restauranteur, sports sponsor, Saxo Bank co-founder and...

Compliance
22 July 2022

Unexplained Wealth Orders: Where Are We Now?

These orders were introduced into the weaponry of UK law enforcement in 2018, prompted by concerns...

Strategy
21 July 2022

Wealth Managers Who Can Make It Rain – Overcoming Short-Term Thinking

Wealth managers need to think more strategically, and bring in the kind of change-making...