News, Comment & Analysis results for Archive

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...

People Moves
29 May 2025

Who’s Moving Where In Wealth Management? – Equiom, B2BROKER

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

Alt Investments
29 May 2025

UBS Says HNW Clients Want More Alternative Assets Amid Tough Markets – Report

For years, wealth managers and private banks have been regaled with the case for loading up on...

New Products
29 May 2025

What’s New In Investments, Funds? – Van Lanschot Kempen IM, Gresham House, Others

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

People Moves
28 May 2025

Who’s Moving Where In Wealth Management? – Withers, First Eagle Investments, Others

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

Investment Strategies
28 May 2025

HSBC Positive On Asian Equities For Q3

In its latest investment outlook entitled “Charting through turbulence with resilient...

Technology
28 May 2025

Fenergo Launches Compliance Operating System, Eyes Big Cost Savings

The savings in operational costs from using the suite of “agentic AI” systems could be up to 93...

People Moves
28 May 2025

Franklin Templeton Names Co-Heads Of New Global Official Institutions Group

California-based investment manager Franklin Templeton makes senior hires. ...

Comment & Analysis results for Archive

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...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...