News, Comment & Analysis results for Archive

People Moves
6 June 2025

Indosuez WM Revamps Divisional Structure, Makes Top Appointments

The France-headquartered group is changing its divisional make-up a year after buying a...

New Products
6 June 2025

What’s New In Investments, Funds? – Fidelity, HSBC, Neuberger Berman

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

New Office
6 June 2025

Transamerica Life Bermuda Granted Licence To Operate In DIFC

With a heritage spanning nearly 180 years through Aegon and Transamerica, Transamerica Life Bermuda...

Surveys
6 June 2025

How Complicated Are Countries For Business? TMF Study Gives The Answer

The complexity of running a business and setting them up is an important consideration for wealth...

WM Market Reports
6 June 2025

Global HNW Wealth, Population Rose In 2024; Challenges Ahead – Capgemini

The rise in equities last year helped lift the wealth and population of HNW individuals around the...

Fund Management
6 June 2025

Allfunds' Market Data Illuminates Professional, Retail Investors' Mentality

The gap between the way that professional investors and those on the retail side manage money,...

Statistics
5 June 2025

Figures Show Private Wealth Portfolios Recoup "Liberation Day" Losses

New analysis from Asset Risk Consultants shows that private client portfolios are on track to claw...

Alt Investments
5 June 2025

Major Economic Powers Must Ramp Up Infrastructure Spending – Study

With a number of large asset and wealth managers becoming more involved in the infrastructure...

People Moves
5 June 2025

Who’s Moving Where In Wealth Management? – Evelyn Partners, RBC BlueBay, M&G

The latest moves, appointments and personnel changes among wealth management and related...

New Products
5 June 2025

What’s New In Investments, Funds? – Janus Henderson Investors, Energy Drive

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

Comment & Analysis results for Archive

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...

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,...