News, Comment & Analysis results for Archive
RIB Private Finance Launched
The new firm will complement the established investment, commercial and residential departments,...
EXCLUSIVE: Arbra Partners Targets Middle East, Portugal
The creator of asset manager and wealth advisory Arbra Partners talks about why he started his...
OPINION OF THE WEEK: Beware Of AI Notetaking Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one...
UOB Private Bank Sets Out Hong Kong AuM, Headcount Growth Goals
One of the "Big Three" Singapore-headquartered bank's has set out its wealth management and private...
Who's Moving Where In Wealth Management? – Fasanara Capital, TEAM
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Vontobel H1 2026 Profit Surges 87 Per Cent
The Swiss private bank and investment manager reported higher revenues and a lower cost base in the...
What’s New In Investments, Funds? – BlackRock, Phenix Capital Group
The latest news in investment offerings, financial products and other services relevant to wealth...
Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report
At the half-way point of 2026, a firm examines transaction trends for wealth management in three...
UK Defence M&A Sees Deal Surge In First Half 2026
Interest in the UK defence sector is rising, and valuations are continuing to trend upwards with...
Who’s Moving Where In Wealth Management? – William Blair, Canaccord Wealth, Margetts
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Comment & Analysis results for Archive
EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices
Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...
A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming
What sort of structures and entities do clients coming to Jersey want to use? What sort of...
10 Years On From HSBC's AML Saga – What Has Changed?
The author of this article claims that there has been little improvement in AML controls in much of...
International Surrogacy Developments: Financial Impact On Families
The author argues that as more people resume foreign travel, with many doing so to consider...
Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud
Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...
The Pandora Papers One Year On: Lessons Learned And To Learn
Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family...
As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes
At the start of 2023, external asset managers in Switzerland will live in a new regulatory...
Shining A Light On Risk, Returns With Performance Watcher
We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...
Focus On Investment Opportunities In China – Chartwell Capital
As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell...