News, Comment & Analysis results for Archive
Investors Assigned To Overly Cautious Portfolios – Oxford Risk
Oxford Risk, a UK behavioural finance fintech serving wealth managers, advisors, banks, and pension...
Carey Olsen Advises Butterfield On $1.8 billion Acquisition Of CIBC Caribbean
The transaction brings together a combined business with about $29 billion in assets. ...
EXCLUSIVE: Investment Opportunities In Undervalued UK, Emerging Markets Highlighted – Orbis
Matthew Spencer, head of UK retail at Orbis Investments, discusses why there is value in the UK,...
What’s New In Investments, Funds? – Rathbones, Franklin Templeton
The latest news in investment offerings, financial products and other services relevant to wealth...
Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Omni Partners
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Deals Of The Day: The Latest In Wealth Management M&A – IQ-EQ
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Achieving Financial Literacy Increasingly Urgent With Wealth In Motion
This news service talked to a UK wealth manager as well as drawing on insights from experts about...
UBS Family Office Report Highlights Move Towards Emerging Markets, Europe, AI
Swiss private bank UBS has published the UBS Global Family Office Report 2026, which finds that...
Digital Digest: The Latest Tech News – Hamilton Lane, Allfunds
The latest technology news in the wealth management sector from around the world. ...
Ninety One Positive On Middle East Investment
The London-headquartered asset management house has set out why it thinks countries in the Gulf...
Comment & Analysis results for Archive
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...
EXCLUSIVE: Europe And North America – Single Family Offices Compared
The extended coverage of single family offices by Highworth Research's database – working with...