News, Comment & Analysis results for Archive

M and A
12 December 2025

Singapore-Headquartered Ascentium Acquires Hong Kong Business

Ascentium said the deal builds on recent acquisitions. Financial terms were not disclosed. ...

New Office
12 December 2025

iCapital Rides UAE's Rising Wealth Wave

With this new office, the firm will be able to deliver innovative private market solutions to...

M and A
12 December 2025

Deals Of The Day: The Latest In Wealth Management M&A – Amati Global Investors, Mattioli Woods

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

Investment Strategies
12 December 2025

Indosuez WM Favours US, Emerging Market Equities, Gold In 2026

Grégory Steiner at Paris-based Indosuez Wealth Management shares his insights on asset allocation...

People Moves
12 December 2025

Who’s Moving Where In Wealth Management? – Fidelity International

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

People Moves
11 December 2025

M&G Names New Chief Transformation Officer

The new hire has more than 30 years’ experience delivering complex transformation across blue...

Philanthropy
11 December 2025

Understanding Passion, Strategy And EQ: The Life Of Philanthropy Advisors

Philanthropy is an increasingly important element of wealth management as HNW clients seek...

Statistics
11 December 2025

Hong Kong's IPO Market Is Liquidity Event Bonanza – KPMG

IPOs are important creators of new millionaires and therefore important for private banks, advisors...

Technology
11 December 2025

UBS Partners With Oxford University To Create AI Centre

The move by the Swiss wealth management big hitter illustrates how AI continues to shape thinking...

Surveys
11 December 2025

Tech Is Investors' Darling, Global PwC Survey Shows

The survey by the professional services giant also shows that for all the upbeat attitudes towards...

Comment & Analysis results for Archive

Philanthropy
26 January 2024

Taking Risks Out Of Philanthropy

We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes...

Company Profiles
23 January 2024

Legatum Eyes New Frontiers For Impact, Entrepreneurship

Philanthropy and impact aren't "nice-to-haves" for this firm but the main event – in fact the...

Alt Investments
23 January 2024

Japan's VC Sector Gathers Momentum

While Silicon Valley has hogged much of the limelight in VC, Japan's much smaller sector hasn't...

Company Profiles
19 January 2024

Milltrust Pivots Towards MFO Opportunities As Singapore's Wealth Swells

We talk to the firm about why it created the multi-family office, the case for the move in the...

Strategy
15 January 2024

IQ-EQ Taps Into Gulf Region's Wealth Bonanza

Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this...

Company Profiles
12 January 2024

EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent

We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of...

White Papers
11 January 2024

The Bahamas: A Complete And Compelling Choice – White Paper

This news service is delighted to unveil the full edition of the Bahamas-focused publication that...

Wealth Strategies
19 December 2023

Deglobalisation, Volatility And Family Office Time Horizons – A Conversation With Dambisa Moyo

This news service talks to a prominent female economics writer and thought leader who was also made...

Compliance
15 December 2023

Handling HNW Clients' Data Via Tokenization – An Overview

Banks and other players in the wealth management space transfer data across borders – a fact...

Company Profiles
13 December 2023

Playing Digital Asset Strategy Via Fund Of Funds

The business says that its model for tapping into the world of crypto and digital assets startups...