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Latest Comment & Analysis

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 stack of facts and figures in front of those who, perhaps because of their public roles in driving debate, could ...

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 growth all make it into a conversation between Avaloq in the UK and this publication. ...

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 Russia – which advises people on visa programmes aimed at wealthy individuals and their families. ...

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 and B2C in its business model, tells this publication about itself. ...

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 market. This kicks off with an examination of the broad picture of the United Arab Emirates and the Kingdom of Saudi ...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Latest News

People Moves
2 June 2023

Who’s Moving Where In Wealth Management – JM Finn, Old Mill, Ocorian

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations. ...

2 June 2023

Focus On Opportunities In Fixed Income – Invesco

After both bonds and equities suffered dramatic losses against a backdrop of war, inflation and rate hikes in 2022, US-based investment manager Invesco hosted a fixed income media event last week, looking at the...

M and A
2 June 2023

Dubai-Based Globaleye Agrees Sale Deal

As well as agreeing to buy Globaleye, London-listed TEAM plc has also agreed to buy a firm based in the Isle of Man, highlighting a busy round of M&A activity. ...

White Papers
2 June 2023

Central Bank Digital Currencies Can Build New "Ecosystem" – White Paper

There are potentially major rewards – and some risks – with central bank digital currencies. A new study charts how they can work and what sectors stand to benefit. The private banking industry needs to pay ...

2 June 2023

Singaporean Law Firm In Talks Over AT1 Credit Suisse Lawsuit

The legal actions by holders of Additional Tier 1 bonds – forms of capital issued by European banks after the 2008 financial crash – in the case of Credit Suisse, continue. Billions of Swiss francs of the d...

1 June 2023

Lombard Odier Favours Bonds In 2023

Yankai Shao, head of investments solutions, Asia, and Homin Lee, senior macro strategist at Swiss private bank Lombard Odier, present the firm’s global investment and macroeconomic outlook for the second half ...