News, Comment & Analysis results for Archive
UK Donor-Advised Fund Makes First Major Grant, Highlights DAF Sector's Growth
The grant from the donor-advised fund in the UK is an example of how the DAF model continues to...
Saudi Arabia's Rule Relaxation Booster For Stocks, Not A "Game Changer" – Fund Manager
The fund management house noted that the change comes as the Middle East nation cultivates a number...
UK Financial Advisors Bracing For Increased Market Volatility In 2026 – Survey
New research from Wesleyan, a Birmingham-headquartered mutual, was released this week, revealing...
Switzerland's Maerki Baumann Names New CIO
The new CIO, who has been with the firm since 2018, has played a key role in shaping the private...
It's A Lot Easier To Advocate Gold Than Before – Industry Veteran
Written off decades ago as a "barbarous relic," a mix of geopolitics, changing financial conditions...
Private Markets Keeping Up Momentum Into 2026 – Aberdeen Investments
Aberdeen Investments has released its "Private Markets House View," showing that private markets...
Who's Moving Where In Wealth Management? – VG, Simmons & Simmons, Bentley Reid, STEP
The latest moves in wealth management and adjacent sectors in the UK, rest of Europe, Middle East...
Compliance Corner: Saudi Arabia Lifts Investment Restrictions On Foreigners
The latest compliance news: regulatory developments, punishments, guidance, permissions and...
Lombard Odier Names Head Of Sales, Switzerland
The new head of sales for Switzerland has had a career spanning 25 years in senior roles at...
UBS Sells $3 Billion Of AT1 Bonds – Media
Additional Tier 1 bonds are a form of "bail-in" instrument designed to avoid taxpayers being...
Comment & Analysis results for Archive
Tenth WealthBriefing Tech & Ops Trends Report
Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...
Green Funds, Foundations And Other Qualities: The Guernsey Formula
This news service talks to the organisation that promotes the island's financial services sector...
Get Ready For More Assets To Be "Financialised"
We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...
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...
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...
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...
Business Travel – An Expanding Frontier For Airbus
The world’s business aviation industry is a barometer for the wealth management industry to...
Pushback Against ESG: Collective Action Or Collective Suicide?
The supposedly remorseless drive against carbon-based energy towards areas such as wind, solar,...
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...
Updated Forward Features For 2022-23
Here is the most recent forward features schedule, taking us to the end of 2022. ...