News, Comment & Analysis results for Archive

Financial Results
12 January 2026

7IM Secures Record Net Sales In Q3 2025

London and Edinburgh-headquartered tech-driven wealth and investment management firm 7IM has...

Alt Investments
12 January 2026

Hedge Funds Earn Strongest Calendar Year Returns Since 2009

With their traditionally high fees, hedge funds haven't always lived up to their marketing hype....

Tax
12 January 2026

UK Inheritance Tax Squeeze Accelerates Business Transfers

The survey adds to a picture of UK business owners changing their behaviour – in some cases even...

Investment Strategies
12 January 2026

Chinese, US Consumers Critical To The Luxury Goods Sector In 2026 – Berenberg

German-headquartered investment bank and boutique asset manager Berenberg has published its 2026...

WM Market Reports
12 January 2026

EXCLUSIVE: BWC Benchmarking Study Gives Data "Treasure Trove" On UK Wealth Industry

A new report on the UK private banking, wealth management and brokerage sector gives unrivalled...

Wealth Strategies
9 January 2026

OPINION OF THE WEEK: What Asset Allocators Have On Their Plate This Year

The editor takes a brief look at the sort of considerations in play for wealth managers seeking to...

Investment Strategies
9 January 2026

Investors "Too Optimistic" On Future Earnings Growth – Bank J Safra Sarasin

When looking for equities, investors must consider whether AI is going to boost growth sufficiently...

People Moves
9 January 2026

Who’s Moving Where In Wealth Management? – Tyndall, Allspring, 7IM, Wealth Club, Others

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

Philanthropy
9 January 2026

UK Donor-Advised Fund Makes First Major Grant, Highlights DAF Sector's Growth

The grant from the donor-advised fund in the UK is an example of how the DAF model continues to...

Emerging Markets
8 January 2026

Saudi Arabia's Rule Relaxation Booster For Stocks, Not A "Game Changer" – Fund Manager

The fund management house noted that the change comes as the Middle East nation cultivates a number...

Comment & Analysis results for Archive