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Latest Comment & Analysis

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 independent wealth firms in Singapore and the wider region. Matters ranging from compliance through to the impact of...

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 these unsettled times, these often difficult subjects are increasingly front of mind. ...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance officers and money-laundering-reporting officers (MLROs) at private banks worldwide to determine country risk, sho...

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 taking place, countries are talking about large defence spending. This is giving rise to a radical shift in the inve...

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 do, and how far will their use go? This article is part of a series in which we examine use cases for AI. ...

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 working out well so far for this UK asset management business, founded in 2019. ...

Latest News

Strategy
13 May 2025

BlackRock Enters Abu Dhabi-Based Joint Venture

The JV is yet another example of the mass of activity involving Western firms heading to do business, including the creation of on-the-ground operations, in the Gulf region. ...

Client Affairs
13 May 2025

Wealth Managers React To US-China Trade Deal

After the US and China agreed on a deal to lower import taxes on goods being traded between the two countries, wealth managers react. ...

Financial Results
12 May 2025

Operating Results Strengthen At Commerzbank

Commerzbank's share price performance has been one of the brightest stars of the German stock market since the start of 2025. ...

People Moves
12 May 2025

Northern Trust AM Names New Global CIOs

The new co-CIOs at the US-headquartered group – which operates in a number of regions – will succeed the current CIO, who is due to retire. ...

New Products
12 May 2025

What’s New In Investments, Funds? – Vista Equity Partners

The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. ...

Surveys
12 May 2025

Retirement Planning Driving Investment Services Demand – Rathbones Survey

After changes were made in last year’s Autumn Budget to inheritance tax (IHT), UK wealth manager Rathbones has just released new research looking at the impact of the increasing complexity surrounding family i...