News, Comment & Analysis results for Archive

New Office
5 June 2025

Lazard Expands London Operations

This week, Lazard, a financial advisory and asset management firm, has opened its new, enlarged...

Legal
4 June 2025

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...

Investment Strategies
4 June 2025

Orbis Smiles On UK, Japan, Emerging Market Equities

Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, shares his insights on why he...

M and A
4 June 2025

Ocorian Expands US Footprint

The services provider, used by clients including HNW individuals, family offices and banks, has...

New Products
4 June 2025

BNP Paribas AM Targets Defence, Infrastructure

After Germany and the EU agreed to hike defence spending, amidst growing geopolitical tensions,...

People Moves
4 June 2025

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...

People Moves
4 June 2025

Switzerland-Headquartered Partners Group Continues US Expansion

Partners Group is one of a number of private market investment firms that has become involved in...

Tax
4 June 2025

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...

Investment Strategies
4 June 2025

EXCLUSIVE: Bonds Are Great, But Diversify – Barclays Private Bank

Michel Vernier, head of fixed income strategy at London-headquartered Barclays Private Bank,...

Surveys
3 June 2025

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

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...

Strategy
22 May 2023

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...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...

Offshore
12 April 2023

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...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

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...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...