News, Comment & Analysis results for Archive

People Moves
13 January 2025

Kingswood Names Peter Coleman As Permanent CEO

London-based Kingswood, a UK-headquartered wealth and investment management group, confirms CEO...

Wealth Strategies
13 January 2025

OPINION OF THE WEEK: Composure At Premium In Volatile Market Start For 2025

The editor takes a broad look at the kind of considerations facing wealth management asset...

Alt Investments
13 January 2025

Investment Consultancy bfinance Launches Private Markets Service

Operating across the globe, the UK-headquartered firm, which specialises in investment manager...

Investment Strategies
13 January 2025

Ninety One, Candriam Positive On US, Emerging Market Equities, Gold In 2025

Ninety One, an Anglo-South African asset manager, and Luxembourg headquartered multi-asset manager...

Company Profiles
10 January 2025

New Chapter Begins For Senior Wealth Sector Figure

A return to Oxford University, along with a new role at a think tank for the UHNW family advisory...

M and A
10 January 2025

Liechtenstein's LLB Completes Austrian Bank Purchase

LLB said the deal represents an important extension of its business footprint. ...

New Products
10 January 2025

What’s New In Investments, Funds? – Janus Henderson, Blackstone

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

Awards
10 January 2025

Celebrating Channel Islands Wealth Leadership – Acclaim

Our new edition of Acclaim covers the efforts, successes and ideas of award winners. ...

Investment Strategies
10 January 2025

Amundi Enhances Positive Stance On US Equities In 2025, Constructive On Europe, EM Equities

The Amundi Investment Institute, part of European asset manager Amundi, has just released its...

Statistics
10 January 2025

Inflation Weighs On Private Client Portfolio Performance In 2024 – ARC

Private client investment portfolios are back where they were in 2021, showing how inflation dented...

Comment & Analysis results for Archive

Offshore
14 June 2022

The Bahamas And Resilience Through Testing Times – Latest Report

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

ESG
10 June 2022

EDITORIAL COMMENT: BCG Highlights Wealth Managers' Sustainability Prize, Challenges

The issues around sustainability unsurprisingly get big treatment in the annual Boston Consulting...

Compliance
9 June 2022

BOOK REVIEW: "Putin's People" Casts Western Financial Firms In Harsh Light

Reading this book will be a painful experience for some bankers and financial service figures in...

Company Profiles
1 June 2022

Wealth Sector Consolidation Continues, Says Expanding Canaccord Genuity WM

There have been a number of M&A deals in wealth management in the UK, and one player in the scene...

Market Research
1 June 2022

How War Affects Agriculture Investment

Roberto Viton, founder and managing director at Valoral Advisors, discusses key trends and the...

Strategy
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...

Compliance
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...