News, Comment & Analysis results for Archive

Market Research
6 January 2026

Commodity Markets, China Top Performers In 2025 – AIC

The UK’s Association of Investment Companies has released new research for closed-ended...

People Moves
6 January 2026

Afin Bank Names New Head Of High Net Worth And Diaspora Banking

In a short time, the new head has already made an "exceptional" contribution to Afin Bank,...

M and A
5 January 2026

Deals Of The Day: The Latest In Wealth Management M&A – MetLife Investment Management, PineBridge

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

Strategy
5 January 2026

Why Family Governance Matters In Modern Wealth Planning

The following guest commentary argues that governance is central to wealth planning conversations. ...

People Moves
5 January 2026

Summary Of Senior Moves In Global Wealth Management – November 2025

A summary of moves, appointments, and personnel changes in the world's wealth management sector. ...

People Moves
5 January 2026

Who's Moving Where In Wealth Management? – HKIFA, Standard Chartered

The latest moves, appointments and personnel changes in Asia-Pacific wealth management. ...

Investment Strategies
5 January 2026

Focus On Sustainable Investment, AI And The Energy Transition – EdenTree

Despite the challenges, UK sustainable investment manager EdenTree said that in 2026 it is...

M and A
24 December 2025

NatWest, Barclays In M&A Tussle To Acquire Evelyn Partners – Media

A takeover contest is continuing for UK wealth management group Evelyn Partners, the business that...

Tax
24 December 2025

UK Inheritance Tax Partial U-Turn On Businesses, Farms – Reactions

After the UK government announced that the level of the agricultural and business property reliefs...

Investment Strategies
24 December 2025

Schroders Favours US Over European Equities, Gold

Patrick Brenner, chief investment officer, multi asset London-listed investment manager at...

Comment & Analysis results for Archive