News, Comment & Analysis results for Archive
IQ-EQ Makes "Strategic Acquisition"
The acquired business, previously owned by a private equity house, concentrates on serving clients...
Who's Moving Where In Wealth Management? – Sparrows Capital
The latest moves, appointments and personnel changes in the UK, continental Europe, Middle East and...
Finastra Agrees To Spin Off Treasury, Capital Markets Arm
Finastra, which is headquartered in London and with offices in jurisdictions including the US and...
Wealth Managers React To UK-EU Trade Deal
After the UK and the EU agreed on a new trade deal – five years after Brexit – wealth managers...
ETF Inflows Hit The Heights
Whatever the turbulent markets might suggest, the inflow to the exchange-trade funds industry in...
Private Market Investors Fret Over Tariffs, Geopolitics – Moonfare Survey
As well as a report on this survey, we recently spoke to Dr Steffen Pauls of Moonfare about private...
Schroders Names New Head Of UK Wealth
The new head of UK wealth for its asset management division has been with Schroders for more than...
Apex Invest Gets A New Global Head
Apex Group, formed 22 years ago and established in Bermuda, supports growth of family offices,...
Investment House Targets Europe's PE Buyout Sector
The move is the first by Armen to target the buyout space of private equity. ...
UK Advisors See Bespoke Wealth Menus As Boosting Profits - Rathbones
The UK wealth and investment firm polled IFAs in the country about what difference access to...
Comment & Analysis results for Archive
The Forces Shaping Singapore's, Asia's EAM Sector
This news service prides itself on its coverage of external asset managers, family offices and...
An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level
We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In...
Transparency International – The Latest Lessons For Wealth Managers
Transparency International's recently-published Corruption Perceptions Index, used by compliance...
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...
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...
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...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2
We publish the second part of this analysis which examines the implications of the US presidential...