News, Comment & Analysis results for Archive

New Products
15 October 2025

What’s New In Investments, Funds? – Quilter, WisdomTree, Franklin Templeton

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

People Moves
15 October 2025

BNP Paribas Confirms New Swiss Wealth Management CEO

The new CEO, who has been acting as interim CEO since June, is replacing Beat Bachmann. ...

M and A
15 October 2025

Goldman Sachs Leans Further Into Venture Capital Capabilities

The New York-headquartered firm has added a venture capital business, paying $665 million to...

M and A
14 October 2025

Titan Wealth Acquires Blacktower Group

The move comes after the firm has been making a number of acquisitions recently. ...

Compliance
14 October 2025

The Source Of Wealth Verification Challenge – A Selection Of Recent Coverage

As the topic of verifying "source of wealth" becomes more prominent as a regulatory technology,...

Comment & Analysis results for Archive

Strategy
22 May 2023

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...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...

Offshore
12 April 2023

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...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

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...