News, Comment & Analysis results for Archive

Investment Strategies
19 June 2025

Guinness Favours European Over US Equities

At a media event in London this month, Guinness Global Investors discussed why it believes that...

Tax
18 June 2025

UK Reportedly Considers U-Turn On Non-Doms' IHT – Reactions

With growth flatlining at best, and demands for public spending continuing to mount, the UK...

Alt Investments
18 June 2025

Central Banks Load Up On Gold In Uncertain Times – WGC Study

As a bank talks about "de-dollarisation" and the role of gold, industry figures show that central...

Surveys
18 June 2025

Geopolitical Uncertainty Overriding Concern For Family Offices In 2025 – BlackRock Survey

New York-based investment manager BlackRock has launched its 2025 Global Family Office Survey,...

Investment Strategies
18 June 2025

Amundi Smiles On European, Emerging Market Bonds In 2025

Together with German asset manager DWS, yesterday French asset manager Amundi outlined its mid-year...

People Moves
18 June 2025

HSBC Names New CEO Of Global Asset Management, Head Of UK Wholesale

The new senior hire has been with HSBC Asset Management for 25 years during which time he has led...

Surveys
18 June 2025

Most UK Financial Institutions Expect Business Growth Over Next 12 Months – Lloyds Survey

Lloyds Bank has launched its annual “Financial Institutions Sentiment Survey,” capturing the...

Alt Investments
18 June 2025

Partners Group Enters Distribution Pact With Italian Bank

Partners Group has forged a number of arrangements to distribute and produce investments in and...

People Moves
17 June 2025

Who’s Moving Where In Wealth Management? – Pacific Asset Management, BRI

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

Legal
17 June 2025

Senior Credit Suisse Figures Reportedly Warned Over Greensill – Media

A trial in the UK, involving a $440 million lawsuit against Japan's SoftBank over a deal it...

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...