News, Comment & Analysis results for Archive

People Moves
12 May 2025

Northern Trust AM Names New Global CIOs

The new co-CIOs at the US-headquartered group – which operates in a number of regions – will...

New Products
12 May 2025

What’s New In Investments, Funds? – Vista Equity Partners

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

Surveys
12 May 2025

Retirement Planning Driving Investment Services Demand – Rathbones Survey

After changes were made in last year’s Autumn Budget to inheritance tax (IHT), UK wealth manager...

M and A
12 May 2025

Azura Partners Explains Strategy After Major Investment Infusion

After a large infusion of capital from a Middle East-based investment firm, we talk to the man who...

Investment Strategies
12 May 2025

RBC Wealth Management Positive On China-EU Relations, Amidst Tariff Turmoil

The relationship between the US and Europe is changing, with consequences for the euro area and its...

Wealth Strategies
9 May 2025

Wealth Managers React To BoE Rate Cut; UK-US Trade Deal

After the Bank of England cut its base interest rate yesterday, as expected by the market, and the...

People Moves
9 May 2025

Switzerland's Leonteq Shrinks Executive Committee, Extends Senior Team

Leonteq, which is seeking to improve its financial performance, announced a cut in its committee...

Investment Strategies
9 May 2025

Spotlight On Asia After US Tariff Hike – Cambridge Associates

After US President Donald Trump imposed significant tariffs on imports to the US, global investment...

New Office
9 May 2025

Manulife Signals Middle East Growth Ambitions, Targets HNW Market

The financial group made much of the potential growth, and current size, of the international HNW...

Alt Investments
9 May 2025

What Will Drive Investment In Agricultural Crops In 2025?

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Comment & Analysis results for Archive

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...

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...

Wealth Strategies
4 May 2022

Behavioural Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...

Practice Strategies
3 May 2022

The Perfect "Sandbox" – How Avaloq Innovates In The Cloud

We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the...

Family Office
3 May 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices by Highworth Research's database – working with...

WM Market Reports
28 April 2022

New Report On How Bahamas Pushes Forward As IFC

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