News, Comment & Analysis results for Archive

Statistics
25 June 2025

UK Far Outpaces China In HNW Exodus; UAE, Switzerland Gain – Study

One of the most striking figures is that the UK will see almost two times more HNW emigrants than...

Company Profiles
25 June 2025

Pictet Asset Services Rides Rising Asia Wealth Wave

We talk to a business arm of Pictet about how it complements what the venerable Swiss private bank...

People Moves
24 June 2025

Who’s Moving Where In Wealth Management? – Mourant, CISI

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

M and A
24 June 2025

BNP Paribas Agrees Sale Of Monaco Wealth Clients To Indosuez

The transaction is expected to complete in the first half of next year. ...

Emerging Markets
24 June 2025

Vietnamese Market Is "Under-Owned," Says UK-Listed Fund

While still, ostensibly, a communist country, Vietnam’s progression towards a form of capitalism...

Company Profiles
24 June 2025

Private Credit Marketplace Sees Big Wealth Management, Other Client Growth Potential

We talk to a European business about the evolving world of decentralised finance, the impact of...

Investment Strategies
24 June 2025

Wealth Managers Calm As Mideast Conflict Gets Hot

After the US formally entered the Israel-Iran conflict over the weekend, wealth managers discuss...

People Moves
23 June 2025

Who's Moving Where In Wealth Management? – Winterflood Business Services

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

New Products
23 June 2025

What’s New In Investments, Funds? – Ares Management Corporation

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

Investment Strategies
23 June 2025

A Cautious Approach Dictates Direction For UBP

This publication caught up with the Swiss private bank, Union Bancaire Privée, to hear about its...

Comment & Analysis results for Archive

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

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. ...