News, Comment & Analysis results for Archive

New Office
19 May 2025

Guinness Global Investors Opens Dublin office

The firm said that opening the Dublin office reflects its plans to expand and strengthen its...

M and A
16 May 2025

Deals Of The Day: The Latest In Wealth Management M&A – Etops, Finanzportal24

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

New Products
16 May 2025

UK Reportedly Considers New Investment Visa

More than three years after the UK scrapped its Tier 1 Investor Visa for wealthy foreigners,...

People Moves
16 May 2025

Who's Moving Where In Wealth Management? – B2PRIME Group, 7IM, Others

The latest moves, appointments, and other personnel moves in the UK, continental Europe, Middle...

Client Affairs
16 May 2025

Wealth Managers React To Above-Forecast UK GDP Increase

After UK GDP grew by more than expected in the first quarter of 2025, wealth managers discuss the...

People Moves
16 May 2025

Fiera Capital Names New Japan Chief Operating, Chief Compliance Officer

Montreal-headquartered asset manager Fiera Capital is accelerating its regulated services offering...

M and A
16 May 2025

Chicago-Based Hightower Takes Another Wealth Firm Stake

Hightower, a registered investment advisor, has made its first investment in 2025, bolstering its...

People Moves
16 May 2025

FNZ Adds Two Senior Figures To Its Ranks

FNZ, which recently announced a $500 million equity capital raise, has added senior figures, with...

ESG
16 May 2025

Spotlight On SLM Partners' Regenerative Agriculture Strategy

SLM Partners, a $755 million natural real assets manager with 100 per cent of land under...

People Moves
15 May 2025

Who’s Moving Where In Wealth Management? – 7IM

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

Comment & Analysis results for Archive

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...