News, Comment & Analysis results for Archive

People Moves
8 November 2024

Who's Moving Where In Wealth Management? – additiv, Hawksford, Others

The latest moves, appointments and personnel changes in wealth management for the UK, continental...

Company Profiles
8 November 2024

A New Riff On Non-Bank Credit: In Conversation With Fasanara Capital

In an interview that takes in a few concepts of modern and traditional finance, we talk to a...

M and A
7 November 2024

Italian Banking Group Still Stalking Commerzbank – Media

The CEO of the Italian group continues, so it seems, his quest to buy Germany's second-largest...

Strategy
7 November 2024

AlTi Tiedemann Global, Allianz GI Form JV

The groups have formed a JV and launched a private market debt programme. ...

New Products
7 November 2024

What’s New In Investments, Funds? – Scottish Widows

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

People Moves
7 November 2024

Bordier UK Names New CEO

He will replace the specialist investment manager’s interim CEO. ...

Investment Strategies
7 November 2024

Trump Elected In Historic Comeback: What Wealth Managers Say

After Donald Trump won the presidential elections today, defeating Kamala Harris, wealth managers...

WM Market Reports
7 November 2024

DBS Private Bank Lifts Lid On Indian HNW Diaspora, Family Office Growth

The Singapore-headquartered private bank examines trends in the Indian family office industry and...

Philanthropy
7 November 2024

Putting "Venture" Into Philanthropy

This publication recently spoke to the London-headquartered multi-family office about trends in...

M and A
7 November 2024

Deals Of The Day: The Latest In Wealth Management M&A – Hunters Law, Peachey & Co, Brooks Macdonald, Others

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

Comment & Analysis results for Archive

ESG
11 April 2022

Overcoming UK Pension Investment Inertia Over ESG

We talk to a new UK business that says it helps holders of pension funds to shift into more...

Alt Investments
11 April 2022

How To Interface Digital Assets With The Family Office

Family offices will need to update their thinking – and their technological capabilities – just...

Offshore
7 April 2022

Jersey Trumpets Global Financial Value Chain Impact

The Channel Islands jurisdiction has described its contribution to global "value chains," making a...

Strategy
4 April 2022

Financial Services – What Will Digital Marketing Look Like This Year?

In 2022, financial service companies are being pushed to significantly bolster their digital...

Awards
1 April 2022

Editorial Comment: Why Wealth Managers Should Be Proud

The wealth management sector is sometimes – understandably perhaps – shy of putting its case...

Technology
29 March 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps...

Investment Strategies
24 March 2022

The March Of The Robots – The Investment View

Use of robots is set to continue, even accelerate, but they will create new industries and roles,...

Compliance
23 March 2022

What Price Privacy? UK Drive For Foreign Owners' Transparency

The author of this article argues that regardless of how the geopolitical landscape changes in the...

Company Profiles
22 March 2022

EXCLUSIVE INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline

There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of...

Strategy
18 March 2022

Recruiting, Retaining Female Wealth Managers – What’s Being Done?

As more women are becoming high net worth individuals, the business case for recruiting and keeping...