News, Comment & Analysis results for Archive

WM Market Reports
22 October 2025

Costs Big Barrier To Creating Family Offices – Julius Baer/PwC Study

The sheer expense of building a family office is a headache for a number of UHNW families;...

Surveys
22 October 2025

AI Big Investment Priority For CEOs – KPMG

The survey found that sixty-nine per cent of CEOs plan to allocate 10 to 20 per cent of their...

M and A
22 October 2025

Private Equity Firm Agrees To Buy Stake In Canada's Wellington-Altus

The Canadian firm, founded in 2017, has said it is seeking to change the face of the country's...

People Moves
22 October 2025

Goldman Sachs Establishes Saudi Arabia Private Wealth Team

The US bank, which is ebullient about the economic prospects for the country, said it has a "highly...

Financial Results
22 October 2025

BNP Paribas Shares Remain Under Pressure After US Court Ruling; Bank Vows Appeal

Late last week, a court in New York delivered a verdict finding the French bank liable for its role...

People Moves
22 October 2025

Nucleus Names New Deputy CEO

The new deputy CEO is an "exceptional leader" with real commercial and strategic expertise that...

People Moves
21 October 2025

Who’s Moving Where In Wealth Management? – Suntera Global, Arbuthnot Latham, CISI

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

Alt Investments
21 October 2025

Africa-Focused Enko Capital Raises $100 Million In Fund's First Close

The business drew investments from groups including family offices and British International...

M and A
21 October 2025

Emirates NBD Agrees To Acquire India's RBL In $3 Billion Deal

Such a deal underlines the close commercial ties – including those affecting wealth management...

Wealth Strategies
21 October 2025

Gold Keeps Rising As Nagging Worries Endure Over Debt, Dollar And Credit

The rise in gold during 2025 chimes with the idea that the metal is part of a "vibe shift" in...

Comment & Analysis results for Archive

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...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...