News, Comment & Analysis results for Archive

People Moves
18 December 2025

Who’s Moving Where In Wealth Management? – UBS AM, W1M Wealth Management, CISI

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

New Products
18 December 2025

What’s New In Investments, Funds? – PIMCO, M&G

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

Company Profiles
18 December 2025

Private Markets Shift Puts Premium On Reliable, Transparent Data – ARC

One of the dominant wealth management themes of recent years has been private market investments....

Investment Strategies
18 December 2025

EXCLUSIVE: Oakglen Wealth Explains European Overweight, US Equity Underweight; Asian Tech

Dominic Tayler, UK managing director at Oakglen Wealth, a wealth manager with offices in London and...

M and A
18 December 2025

Summary Of Major Wealth Management, Private Bank M&A Deals For 2025

Among the standout deals in another busy year for M&A, was Corient's purchase of two UK-based...

Technology
17 December 2025

Citigroup, LSEG Forge Multi-Year Pact

The financial data and infrastructure group will support workflows across Citigroup, including...

People Moves
17 December 2025

Luxembourg’s Quintet Names New Group CEO

The firm said that the new CEO, who has proven his ability to design and successfully implement...

People Moves
17 December 2025

Who’s Moving Where In Wealth Management? – Arbuthnot Latham, Columbia Threadneedle Investments

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

Investment Strategies
17 December 2025

UK's Rathbones Favours US, Asian, UK Equities

UK Rathbones Asset Management’s fund managers share their outlook for 2026, being cautiously...

New Products
17 December 2025

EXCLUSIVE: Altana Wealth Targets China’s Real Estate

Altana Wealth, a specialist fund manager focused on delivering alpha from niche strategies...

Comment & Analysis results for Archive

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

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...