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
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

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...

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...

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...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...