News, Comment & Analysis results for Archive
Wealth Managers Look Closely At Gilts Ahead Of UK Budget
At a meeting in London this week, together with other wealth managers, California-based investment...
New CEO Of True Potential Wealth Management Named
The incoming CEO of True Potential Wealth Management, a firm managing more than £34 billion ($44...
UK Inflation Falls – Wealth Managers React
After UK inflation fell for the first time in seven months, wealth managers discuss the impact on...
OPINION OF THE WEEK: Contemplating UK Fiscal Woes From Low-Tax Dubai
The editor reflects on the UK's unhappy position on tax rises and a lukewarm economy, as the Autumn...
Deutsche Bank Sets Up Greece Wealth Business
The Germany-based lender is building a team to expand the Greece market and has hired a senior...
KKR Strengthens Middle East Presence
KKR, a New York headquartered investment firm, is bolstering its Middle East presence, along with...
Indosuez WM Takes Complete Ownership Of Wealth Dynamix
The acquisition completes the France-headquartered group's ownership of a wealthtech firm operating...
Asia, MENA Sustainable Finance Has Potential, Growth Climate Gets Chillier – Report
The market for sustainable debt has risen significantly in recent years. In the Middle East, North...
Alternatives, Emerging Market Equities Top UK Financial Advisors' Agenda – Schroders Survey
Experts at UK investment manager Schroders discuss the results of their latest annual UK Financial...
Amundi Forges Fresh Partnership, Leans Into Private Markets Story
The move highlights how important the private markets area is now for large, mainstream asset...
Comment & Analysis results for Archive
BOOK REVIEW: "Putin's People" Casts Western Financial Firms In Harsh Light
Reading this book will be a painful experience for some bankers and financial service figures in...
How War Affects Agriculture Investment
Roberto Viton, founder and managing director at Valoral Advisors, discusses key trends and the...
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...
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...
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...
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...
"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...
A Walk Around The World's Regulatory Landscape
This news service speaks to BNY Mellon Pershing, a business with considerable interplay with...
Behavioural Finance’s Next Step To Going Mainstream
The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...
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...