News, Comment & Analysis results for Archive

M and A
16 May 2025

Deals Of The Day: The Latest In Wealth Management M&A – Etops, Finanzportal24

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

New Products
16 May 2025

UK Reportedly Considers New Investment Visa

More than three years after the UK scrapped its Tier 1 Investor Visa for wealthy foreigners,...

People Moves
16 May 2025

Who's Moving Where In Wealth Management? – B2PRIME Group, 7IM, Others

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

Client Affairs
16 May 2025

Wealth Managers React To Above-Forecast UK GDP Increase

After UK GDP grew by more than expected in the first quarter of 2025, wealth managers discuss the...

People Moves
16 May 2025

Fiera Capital Names New Japan Chief Operating, Chief Compliance Officer

Montreal-headquartered asset manager Fiera Capital is accelerating its regulated services offering...

M and A
16 May 2025

Chicago-Based Hightower Takes Another Wealth Firm Stake

Hightower, a registered investment advisor, has made its first investment in 2025, bolstering its...

People Moves
16 May 2025

FNZ Adds Two Senior Figures To Its Ranks

FNZ, which recently announced a $500 million equity capital raise, has added senior figures, with...

ESG
16 May 2025

Spotlight On SLM Partners' Regenerative Agriculture Strategy

SLM Partners, a $755 million natural real assets manager with 100 per cent of land under...

People Moves
15 May 2025

Who’s Moving Where In Wealth Management? – 7IM

The latest moves, appointments and personnel changes among wealth management and related...

Company Profiles
15 May 2025

Arbuthnot Latham's Strength, Personal Touch Wins Friends In Uncertain Times

We recently talked to the head of commercial and private banking at Arbuthnot Latham, a bank that...

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...