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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

30 May 2023

WEALTH TALK: Staying Composed, Valuing Advice In Volatile Times


26 May 2023

WEALTH TALK: Helping Advisors Achieve Independence, Success


People Moves
26 May 2023

JP Morgan Creates New Private Banking US Regions

The US private bank is forming new "region" groups for parts of the country that have shown rapid growth, it says. ...

M and A
26 May 2023

UBP Targets Japan

The Swiss private banking group strengthens its presence in Japan, as part of its expansion in the Asia-Pacific region. ...

26 May 2023

Gen Z Investing Early – Survey

CFA Institute, a global organisation of investment professionals, and the FINRA Foundation, a not-for-profit organisation, published new research this week underlining the investment motivations among Gen Z inve...

26 May 2023

OPINION OF THE WEEK: Changing Face Of Talent Management

We are talking to a number of wealth managers about the way that the role of advisors, bankers, investment experts and others are changing in the sector. ...