News, Comment & Analysis results for Archive

New Products
1 October 2026

What’s New In Investments, Funds? – Lazard AM, Franklin Templeton, Others

The latest news in investment offerings, financial products and other services relevant to wealth...

Surveys
1 October 2026

What Does Living Until 100 Mean For Finances? – RBC WM Survey

On International Longevity Day on 1 October 2026, a new longevity study by RBC Wealth Management...

Financial Results
30 September 2026

Pre-Tax Operating Loss Narrows Sharply At Close Brothers In 2026 Financial Year

The UK banking and financial services group has sold off parts of its business and made other...

M and A
30 September 2026

UK's Liontrust Agrees To Buy Hawksmoor Businesses

The Hawksmoor businesses are profitable and will immediately add to Liontrust's earnings. ...

People Moves
30 September 2026

France's RockFi Accelerates Wealth Management Growth With Senior Hire

RockFi, a French private wealth management fintech, supports over 1,500 families and aims to reach...

Comment & Analysis results for Archive

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...