News, Comment & Analysis results for Archive
Lazard Expands London Operations
This week, Lazard, a financial advisory and asset management firm, has opened its new, enlarged...
Malaysia's 1MDB Wins Major Singapore Court Ruling Vs BSI Bank Ltd
The ripple effects of a major Asian scandal involving money laundering and siphoning money from...
Orbis Smiles On UK, Japan, Emerging Market Equities
Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, shares his insights on why he...
Ocorian Expands US Footprint
The services provider, used by clients including HNW individuals, family offices and banks, has...
BNP Paribas AM Targets Defence, Infrastructure
After Germany and the EU agreed to hike defence spending, amidst growing geopolitical tensions,...
Who’s Moving Where In Wealth Management? – Smart Wealth AM, Charles Russell Speechlys
The latest moves, appointments and personnel changes among wealth management and related...
Switzerland-Headquartered Partners Group Continues US Expansion
Partners Group is one of a number of private market investment firms that has become involved in...
At Least 10 Per Cent Of UK Non-Doms Have Left – Report
More arguments are being made that whatever the presumed unfairness of the old system, the...
EXCLUSIVE: Bonds Are Great, But Diversify – Barclays Private Bank
Michel Vernier, head of fixed income strategy at London-headquartered Barclays Private Bank,...
Wealth Transfer Top Priority For Advisors In 2025 – Schroders Survey
London-headquartered investment house Schroders launched its UK Financial Adviser Pulse Survey...
Comment & Analysis results for Archive
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...
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...
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...
BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann
While unlikely to sway those already hostile to the free market economic system, this book puts a...
Avaloq Sees UK Opportunities From M&A, Tech Changes
Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...
Why Residency/Citizenship-By-Investment Visas Aren't Going Away
This news service speaks to a business that has offices in a number of jurisdictions – including...
Welrex Says Business Model Taps Need For Change
A new UK-based digital investment management platform for relationship managers, encompassing B2B...
GCC Countries’ Economic Dynamism Attracts Investors And Wealth
In the first of a series of articles, we look at trends in the GCC region's wealth management...
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
Developments In Private Bank RegTech – Views From The Experts
Regulatory technology – software that a private bank has to use in order to produce information...