News, Comment & Analysis results for Archive

People Moves
12 March 2026

Wealthtech Hires Ex-InvestCloud Figure To Drive UK, Ireland And Middle East Business

The Barcelona-headquartered business has argued that the wealth management sector is being held...

Surveys
12 March 2026

UK Entrepreneurs Taking Action As Tax Changes Approach – Brown Shipley

In response to the UK Autumn budget, entrepreneurs are acting now, ahead of expected tax hikes and...

Art
12 March 2026

Global Art Market Sales Up In 2025 – Art Basel, UBS Report

The tenth edition of "The Art Basel and UBS Global Art Market Report 2026", authored by Dr Clare...

Alt Investments
12 March 2026

AI Driving Investment Activity In Private Markets – Hamilton Lane Report

US-headquartered private market investment firm Hamilton Lane, which has $1 trillion in assets...

People Moves
11 March 2026

Blackstone Beefs Up EMEA Private Wealth Operations

Blackstone, along with peers such as Carlyle and KKR, has been developing its private wealth...

Surveys
11 March 2026

ETF Expansion Shows No Sign Of Let Up – PwC

As a number of wealth managers launch exchange-traded funds, PwC’s latest global ETF report and...

Technology
11 March 2026

Digital Digest: The Latest Tech News – WealthAi, Stratiphy

The latest technology news in the wealth management sector from around the world. ...

New Products
11 March 2026

What’s New In Investments, Funds? – Amundi

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

People Moves
11 March 2026

Who’s Moving Where In Wealth Management? – FNZ, RBC Brewin Dolphin, Rathbones, Chester Rose

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

People Moves
11 March 2026

Former Citi Private Bank CEO Becomes Saranac's Chair

A high-profile figure from the private banking world and involved in areas ranging from private...

Comment & Analysis results for Archive

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...

Company Profiles
16 July 2024

Guiding Advisors From Start To Finish – The View From Benchmark Capital

Part of Schroders, Benchmark Capital explains how it works with IFAs and other wealth...

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...

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...

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...

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...