News, Comment & Analysis results for Archive

M and A
9 May 2024

Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Wigmore Associates WM

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

People Moves
8 May 2024

TrustQuay Viewpoint Names New CEO

The CEO, who had led the firm through a merger, stepped down last autumn – a new, permanent chief...

People Moves
8 May 2024

Who’s Moving Where In Wealth Management? – PortfolioMetrix, PineBridge Investments

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

Surveys
8 May 2024

UK Ageing Trend Produces More "Multi-Retiree" Families – Study

A new study looks at how retirement plans are expected to change. One trend appears clear: retirees...

WM Market Reports
8 May 2024

Talent Battle Vexes Family Offices, Many Lack NextGen Succession Plans

A study of family offices – almost of all of which are North American – sheds light on their...

Alt Investments
8 May 2024

Partners Group Scores Industry First With "Evergreen" ELTIF Structure

The launch is a coming together of "evergreen" or perpetual" fund structures and a European...

New Office
8 May 2024

Guernsey Finance Targets London

Guernsey Finance, a joint government and industry initiative to promote Guernsey as an...

Financial Results
7 May 2024

Quarterly Profits Rise Sharply At UBS

The Swiss bank reported financial results a year after the momentous acquisition of Credit Suisse...

People Moves
7 May 2024

Julius Baer Adds To Its "Asia Switzerland" Team

The Swiss bank has a hub of managers looking after the Asia region from Zurich. Julius Baer, also...

People Moves
7 May 2024

Who's Moving Where In Wealth Management? – Quilter

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

Comment & Analysis results for Archive

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

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...