News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – JM Finn
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
DWS CIO Takes Over Investment Division
The move completes the transition initiated in August 2025 when he joined the executive board as...
Spotlight On UK Gilts; Fidelity Launches New Fund
Although near-term developments have negatively impacted the UK gilt market, a number of wealth...
Compliance Corner: Gen II Fund Services, Guernsey
The latest compliance news: regulatory developments, punishments, guidance, permissions and...
Sorbus Partners Highlights Second China Shock
With the International Monetary Fund expecting Chinese export volumes to rise by around 30 per cent...
What's New In Investments, Funds? – Allspring, ABN AMRO, Nordea AM
The latest news in investment offerings, financial products and other services relevant to wealth...
Barclays' PBWM Arm Says Pre-Tax Profit Dips In Q1 2026
Net income in the private bank and wealth management division was broadly stable in the first three...
Global Asset Managers Can't Rely On Rising Markets As Much For Growth – BCG
The rising market tide, which has been in force for more than a decade, did much of the work in...
Impact Investing Trumps Crypto For NextGens Amid $83 Trillion Wealth Transfer – UBS
UBS Global Wealth Management has issued its first UBS Global Next Generation Report, surveying next...
UK Investment Trust Rides Space Boom With New Fundraising
The upcoming SpaceX IPO - possibly taking place by mid-June - is certain to put commercial space in...
Comment & Analysis results for Archive
Focus On Long-Term Investment Opportunities – Baillie Gifford
Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...
EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices
Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...
A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming
What sort of structures and entities do clients coming to Jersey want to use? What sort of...
10 Years On From HSBC's AML Saga – What Has Changed?
The author of this article claims that there has been little improvement in AML controls in much of...
International Surrogacy Developments: Financial Impact On Families
The author argues that as more people resume foreign travel, with many doing so to consider...
Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud
Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...
The Pandora Papers One Year On: Lessons Learned And To Learn
Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family...
As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes
At the start of 2023, external asset managers in Switzerland will live in a new regulatory...
Shining A Light On Risk, Returns With Performance Watcher
We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...