News, Comment & Analysis results for Archive

M and A
2 July 2024

US Asset Management Titan Increases Private Markets Bet

The transaction will be a cash deal, the US asset management group said.        ...

Alt Investments
2 July 2024

Hedge Fund Launches Rose Sharply In Q1, Liquidations Flat

While their fortunes can wax and wane, the sector's performance remains an important focus for the...

Tax
2 July 2024

Interpreting Manifestos – An Accountant’s Perspective

A lack of clear detail in the UK political party manifestos about tax ahead of the UK general...

Investment Strategies
2 July 2024

Spotlight On Investment Impact After First Round Of French Elections – UBS, Franklin Templeton, Martin Currie

Investment managers discuss the investment impact of the first round of the French parliamentary...

People Moves
2 July 2024

Who’s Moving Where In Wealth Management? – Oakglen Wealth, Stonehage Fleming IM, Others

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

M and A
2 July 2024

Deals Of The Day: The Latest In Wealth Management M&A – Waverton, L&C, Nucleus, Others

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

Technology
2 July 2024

Digital Digest: The Latest Tech News – Schroders Capital, SS&C, Marlborough

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

Awards
2 July 2024

Nominations Open For Fifth Annual WealthBriefing Swiss External Asset Management Awards 2025

Nominations have opened for our Swiss external asset managers awards programme, the results of...

Technology
1 July 2024

AI-Focused Equities To Stay Supported, Despite Tech-Led Volatility – UBS

After the recent tech-led volatility, Mark Haefele, UBS Global Wealth Management chief investment...

Compliance
1 July 2024

Compliance Corner: Court Reverses Licence Ban On Lithuanian Fintech

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

Comment & Analysis results for Archive

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...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...