News results for Archive

New Office
24 November 2023

Rothschild & Co To Open Third German Wealth Management Office 

The wealth management institution will, with the new office coming into action in 2024, have three...

People Moves
24 November 2023

Who’s Moving Where in Wealth Management? – Invesco

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Strategy
24 November 2023

DWS Positive On Japanese Equities, Euro IG Bonds In 2024

German asset manager DWS, previously part of Deutsche Bank, outlines the macroeconomic outlook and...

Strategy
23 November 2023

Investment Managers React To UK’s Autumn Statement

After UK Chancellor of the Exchequer Jeremy Hunt presented his Autumn Statement to parliament this...

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...

Alt Investments
23 November 2023

US-Based Gold Specialist Forges Dubai Business Pact

The US firm makes a point about how its clients can earn yield from gold – countering a standard...

Company Profiles
23 November 2023

Banking In Turbulent Times – In Conversation With Arbuthnot Latham

This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...

People Moves
23 November 2023

Who's Moving Where In Wealth Management? – Burgess Mee Family Law, Continuum

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Strategy
23 November 2023

UBP Outlines Emerging Market Fixed Income Opportunities In 2024

After Union Bancaire Privée recently bolstered its emerging market fixed income capabilities, at a...

New Products
23 November 2023

What's New In Investments, Funds? – BlackRock, WisdomTree

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

Comment & Analysis results for Archive

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...