News, Comment & Analysis results for Archive

M and A
21 May 2025

IQ-EQ Makes "Strategic Acquisition"

The acquired business, previously owned by a private equity house, concentrates on serving clients...

People Moves
20 May 2025

Who's Moving Where In Wealth Management? – Sparrows Capital

The latest moves, appointments and personnel changes in the UK, continental Europe, Middle East and...

M and A
20 May 2025

Finastra Agrees To Spin Off Treasury, Capital Markets Arm

Finastra, which is headquartered in London and with offices in jurisdictions including the US and...

Client Affairs
20 May 2025

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...

Fund Management
20 May 2025

ETF Inflows Hit The Heights

Whatever the turbulent markets might suggest, the inflow to the exchange-trade funds industry in...

Surveys
20 May 2025

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...

People Moves
20 May 2025

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...

People Moves
20 May 2025

Apex Invest Gets A New Global Head

Apex Group, formed 22 years ago and established in Bermuda, supports growth of family offices,...

M and A
20 May 2025

Investment House Targets Europe's PE Buyout Sector

The move is the first by Armen to target the buyout space of private equity. ...

Surveys
19 May 2025

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

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and...

Company Profiles
18 March 2025

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...

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...

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...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Investment Strategies
18 November 2024

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...