News, Comment & Analysis results for Archive
HSBC Private Bank Appoints Ex-Citigroup Figure For CEO
The new CEO will be taking the helm after a period when the chief executive slot was held ad...
JTC Private Office Partners With Milan-Based Management School
The partnership will involve building a thought leadership hub to help international families in a...
Inheritance Tax Continues Drawing In More UK Revenue
Although it is a detested tax, inheritance tax certainly keeps the revenue flowing into the...
Expanding Coller Capital Gets Larger In Hong Kong
The firm manages $50 billion in secondaries across private equity, private credit, and other...
Wealth, Asset Management M&A Rose In Q3, Momentum Continues – PwC
The data seems to accord with the run of reported deals this news service has covered in the North...
Silver, Gold, Gilts, Healthcare Shine
FundCalibre, an online fund ratings agency and research centre, held a media event in London this...
UK Cuts Rate; ECB Holds Steady – Wealth Managers React
After the Bank of England Monetary Policy Committee voted to cut interest rates and the European...
Venture Capital Seen Heating Up Globally In 2026, Driven By AI – Preqin
A new Venture Capital Global 2026 report by Preqin, a global data and intelligence provider for the...
Deals Of The Day: The Latest In Wealth Management M&A – Suntera Global, Aurtus Singapore
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Dubai-Based Multi-Family Office Wraps Up $100 Million NAV Facility
The transaction sets an important precedent within the Gulf, signalling the emergence of NAV...
Comment & Analysis results for Archive
Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus
Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...
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...
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...
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...
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...
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...
Avaloq Sees UK Opportunities From M&A, Tech Changes
Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...
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...
Welrex Says Business Model Taps Need For Change
A new UK-based digital investment management platform for relationship managers, encompassing B2B...
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...