News, Comment & Analysis results for Archive

New Office
5 November 2025

Union Bancaire Privée Officially Opens Riyadh Office

A number of Western firms have set up in the UAE and related Gulf region in recent years. ...

People Moves
5 November 2025

Top-Level Changes Coming At EFG International's Luxembourg Subsidiary

Among the changes, the banking group said it has nominated a new chair for its Luxembourg business...

Statistics
5 November 2025

Opinion Of The Week: UK Investors Don't Seem That Bothered By Inflation

Maybe UK investors have become used to low single-digit inflation which can still erode wealth –...

Financial Results
5 November 2025

Evelyn Partners Posts Record AuM; Hires New AI Officer

UK wealth manager reported a record £67 billion ($88 billion) in assets under management, with...

New Products
5 November 2025

What’s New In Investments, Funds? – Société Générale, Lombard Odier IM, Others

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

Technology
5 November 2025

Digital Digest: The Latest Tech News – UBS Completes Tokenized Fund Transaction

The latest technology news in the wealth management sector from around the world. ...

M and A
5 November 2025

Firms Ink Transatlantic Private Market Partnership

The private markets investment trend appears relentless and two firms – one headquartered in the...

People Moves
4 November 2025

Summary Of Global Wealth Management Moves – August 2025

A roundup of all the moves in wealth management around the world during August. ...

New Office
4 November 2025

Bentley Reid Adds To Dubai Wealth Trend

Bentley Reid, an employee-owned wealth manager bolsters its presence in Dubai. The announcement...

Strategy
4 November 2025

UBS Partners With Young Investors Organization

The alliance is designed to expand access to UBS NextGen education programmes, global events and...

Comment & Analysis results for Archive

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. ...

Investment Strategies
20 April 2022

Steering A Careful Course Around Credit Amid Volatile Times

We talk about rising rates, hot inflation, Russia and much else with a senior figure at an asset...

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...

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...