News, Comment & Analysis results for Archive

Strategy
30 May 2025

Latest UK Wealth Merger Highlights "Consolidation Of The Consolidators"

The coming together this week of two UK-based wealth managers, now owned by private equity houses,...

People Moves
30 May 2025

Summary Of Global Moves In Wealth Management – March 2025

A summary of the main wealth management industry moves around the world during March 2025. ...

Alt Investments
30 May 2025

With Crypto, Digital Asset Rules In Flux, Consider "Hybrid" Custody Models

This news service recently spoke to a US-based digital custody business serving wealth managers and...

Investment Strategies
30 May 2025

US Court Strikes Down Most Trump Tariffs – Reactions

A three-member trade court has struck down many of the Trump administration tariffs, saying that...

People Moves
30 May 2025

Who’s Moving Where In Wealth Management? – C Hoare & Co

The latest moves, appointments and personnel changes among wealth management and related...

M and A
30 May 2025

Mattioli Woods, Kingswood Merge To Form £25 Billion Group

Both Kingswood and Mattioli Woods are owned by private equity firm Pollen Street. ...

Tax
30 May 2025

OPINION OF THE WEEK: A New Investor Visa – Why Now?

In this commentary from a legal expert, the authors lays out why, if a new residency-based system...

People Moves
30 May 2025

Northern Trust Asset Management Names New Investment Strategy Chiefs

One of the largest asset managers in the world has elevated two of its most senior figures in this...

Technology
29 May 2025

Digital Digest: The Latest Tech News – SimCorp, 360T Group

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

Investment Strategies
29 May 2025

Amundi Sees India Opportunities Amidst Tariff Turmoil

This month, French asset manager Amundi hosted an emerging markets roundtable in London. It...

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...

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...

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...

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...