News, Comment & Analysis results for Archive

Investment Strategies
22 December 2025

Silver, Gold, Gilts, Healthcare Shine

FundCalibre, an online fund ratings agency and research centre, held a media event in London this...

Client Affairs
19 December 2025

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...

Alt Investments
19 December 2025

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...

M and A
19 December 2025

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. ...

Alt Investments
19 December 2025

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

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance...

Client Affairs
12 March 2025

Wealth Asset Allocators: We Need To Talk About Defence

With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be...