News, Comment & Analysis results for Archive

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...

New Products
4 November 2025

What’s New In Investments, Funds? – ARK Invest Europe

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

Surveys
4 November 2025

Professional APAC Investors Warm To Europe – Survey

US equities have outperformed their European counterparts in recent years but a valuation gap, and...

Investment Strategies
4 November 2025

Use Recent Gold Correction To Get Back In – Standard Chartered

Gold, at one point dismissed as a zero-yielding relic of bygone monetary eras, is the substance...

People Moves
4 November 2025

Who’s Moving Where In Wealth Management? – Benchmark Capital, Belasko, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Alt Investments
4 November 2025

Investment Returns From Lawsuits – IVO Capital Partners Launches New Vehicle

Litigation finance is an area that is gaining traction in Europe and a French firm is rolling out...

Investment Strategies
3 November 2025

Big Techs' AI Capex Splurge Holds Risks – UK Investment Trust

US tech giants are spending hundreds of billions of dollars on AI-related moves, and much will ride...

Comment & Analysis results for Archive

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...

Banking Crisis
15 March 2022

Summary Of Banks' Exposures To Russia, Local Presences

Here is what we know at the moment about banks' exposures to Russia in terms of loans and other...

Technology
7 March 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of...