News, Comment & Analysis results for Archive

People Moves
3 July 2026

New CEO At Amundi’s Private Markets Arm Named

Paris-based European asset manager Amundi makes senior hire. ...

Compliance
3 July 2026

UK Regulator Proposes Shake-up Of Investment Cost Disclosure Rules

In words dear to journalists' hearts – and investors – the FCA wants to cut complex language...

New Products
3 July 2026

Canaccord Wealth Leans Into US Expat Market In UK

With an increasing number of US expats relocating to the UK, UK wealth manager Canaccord Wealth has...

Surveys
3 July 2026

Allocation To Private Markets To Grow – Wealth Club

Bristol-headquartered Wealth Club, a UK non-advised investment service for high net worth...

M and A
3 July 2026

Deals Of The Day: The Latest In Wealth Management M&A – BlueFive Capital, Al Murjan

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Comment & Analysis results for Archive

Strategy
1 September 2025

Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat

A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...

Wealth Strategies
31 July 2025

Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB

As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this...

Art
16 July 2025

Fires, Floods And Other Hazards: Managing Risks To Fine Art

This news service recently talked to the head of art advisory of Citi Wealth – appointed to the...

Asset Management
7 July 2025

Index Investing Has A "Reconstitution" Problem: How To Fix It

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...