News, Comment & Analysis results for Archive

People Moves
23 October 2025

Who’s Moving Where In Wealth Management? – JM Finn, Artorius, Oak

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

Asset Management
23 October 2025

What's New In Investments, Funds? – BlackRock, Nuveen, Bitwise

The latest news in investment offerings, financial products and other services relative to wealth...

Surveys
22 October 2025

Family Firms To Outpace Non-Family Peers by 2030

Growth momentum for family offices is in evidence even though the economic outlook is uncertain. ...

WM Market Reports
22 October 2025

Costs Big Barrier To Creating Family Offices – Julius Baer/PwC Study

The sheer expense of building a family office is a headache for a number of UHNW families;...

Surveys
22 October 2025

AI Big Investment Priority For CEOs – KPMG

The survey found that sixty-nine per cent of CEOs plan to allocate 10 to 20 per cent of their...

M and A
22 October 2025

Private Equity Firm Agrees To Buy Stake In Canada's Wellington-Altus

The Canadian firm, founded in 2017, has said it is seeking to change the face of the country's...

People Moves
22 October 2025

Goldman Sachs Establishes Saudi Arabia Private Wealth Team

The US bank, which is ebullient about the economic prospects for the country, said it has a "highly...

Financial Results
22 October 2025

BNP Paribas Shares Remain Under Pressure After US Court Ruling; Bank Vows Appeal

Late last week, a court in New York delivered a verdict finding the French bank liable for its role...

People Moves
22 October 2025

Nucleus Names New Deputy CEO

The new deputy CEO is an "exceptional leader" with real commercial and strategic expertise that...

People Moves
21 October 2025

Who’s Moving Where In Wealth Management? – Suntera Global, Arbuthnot Latham, CISI

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

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...