News, Comment & Analysis results for Archive

Family Office
24 September 2026

For Family Offices In Motion, Business Aviation Is An Increasing Priority – Airbus Survey

We tease out figures collected by ACJ, part of the European aviation conglomerate, about the use of...

Philanthropy
24 September 2026

UK Think Tank Launches Charity Trustees Toolkit

The toolkit uses a corporate culture standard designed for the investment industry. ...

People Moves
23 September 2026

Who’s Moving Where In Wealth Management? – Savills IM, Etops, Thriving Investments

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

People Moves
23 September 2026

Barclays Names Singapore Private Bank Head

Barclays announces new leadership of its private bank in Singapore. The bank recently opened a...

Family Office
23 September 2026

Family Offices' Investment Portfolios Gain This Year; Inflation, Succession Weigh On Minds – Citi Wealth

In a global survey, the US banking group's wealth arm explores the issues that preoccupy family...

Asset Management
23 September 2026

What's New In Investments, Funds? – Invesco, Schroders Capital

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

People Moves
23 September 2026

Julius Baer Names New COO For Asia

The former Standard Chartered figure will take the helm to succeed a figure who has been at Julius...

People Moves
23 September 2026

Family Office Former CEO Joins Westwick Partners

The new partner’s experience of working inside family offices gives him the insights to help work...

WM Market Reports
23 September 2026

UK Wealth Sector Assets Rise But Details Show Industry Faces Tough Pressures – BWC Benchmarking

While some numbers show that assets and revenues are rising, it also points to margin pressures,...

WM Market Reports
23 September 2026

How Do Affluent, HNW Investors View AI? – HSBC Provides Some Answers

The bank has spoken to thousands of investors about the role that AI plays and will perform in...

Comment & Analysis results for Archive

WM Market Reports
28 April 2022

New Report On How Bahamas Pushes Forward As IFC

This is a mini-series on The Bahamas Financial Services Industry. ...

Investment Strategies
20 April 2022

Steering A Careful Course Around Credit Amid Volatile Times

We talk about rising rates, hot inflation, Russia and much else with a senior figure at an asset...

Alt Investments
11 April 2022

How To Interface Digital Assets With The Family Office

Family offices will need to update their thinking – and their technological capabilities – just...

ESG
11 April 2022

Overcoming UK Pension Investment Inertia Over ESG

We talk to a new UK business that says it helps holders of pension funds to shift into more...

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...