News, Comment & Analysis results for Archive

Investment Strategies
11 November 2026

US Bonds More Attractive Than UK Gilts – Orbis

Mark Dunley-Owen at Bermuda-based Orbis Investments discusses why he believes bonds are attractive...

Real Estate
10 November 2026

L&G Asset Management Pushes Further Into Real Estate, Wealth Area

With £1.2 trillion ($1.3 trillion) in AuM, L&G wields considerable weight in the UK and...

New Products
10 November 2026

Titan Private Clients Launched In Dubai

In line with a number of firms that have been increasing their presence in Dubai and neighbouring...

M and A
10 November 2026

Deals Of The Day: The Latest In Wealth Management M&A – Suntera, Schweizer Treuhand, excent AG

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

New Office
10 November 2026

Barclays Opens Riyadh Office; Names Saudi CEO

The UK-headquartered bank has opened an office in Riyadh after securing a Capital Market Authority...

Strategy
10 November 2026

Julius Baer Signs Multi-Year ATP Tennis Partnership

Sponsorship is an established marketing channel for banks, and the area of professional tennis is...

Wealth Strategies
10 November 2026

Geopolitics, AI Cyberattacks Come Top Of Systemic Risk Rankings – CFA

What are the top risks that wealth managers should prepare for? The CFA Institute seeks to find the...

Alt Investments
9 November 2026

Equity Hedge Fund Strategies Fall In October, Hitting Sector Results – HFR

The organisation, which tracks hedge fund performance, said it is likely that the US midterm...

People Moves
9 November 2026

Who's Moving Where In Wealth Management? – Lombard Odier, Quilter

The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...

Wealth Strategies
9 November 2026

From "Healthspans" To Blockchain – A Report From Apex Invest Europe Conference

This news service joined delegates at a two-day conference in Zurich in late October to hear about...

Comment & Analysis results for Archive

Offshore
28 October 2026

ANALYSIS: A New "Golden Visa" – The Argentina Version

Argentina has introduced a citizenship-by-investment programme, one of a number of "golden visas"...

Technology
26 October 2026

ANALYSIS: Removing AI Gender Biases In Wealth Sector

Women typically outlive men and their financial needs can differ, but without due care, wealth...

Surveys
15 October 2026

Longevity, Health Spans And Wealth In Motion – In Conversation With Manulife

As part of a series examining the work of life insurers for affluent and HNW clients in Singapore,...

WM Market Reports
14 October 2026

ANALYSIS: Asia’s Life Insurers Flex Wealth Management Muscles

This news service takes a look at Singapore's life insurance market and the views, activities and...

Emerging Markets
14 October 2026

Opportunities, Hurdles In Serving Emerging Europe's HNW, Ultra-HNW Clientele – Deutsche

In a sector where client preferences and needs are as varied as in private banking, the complexity...

Strategy
26 August 2026

ANALYSIS: As Firms Open Offices, Secure Licences, Gulf Wealth Sector Is In Confident Mood

While it has been hard to ignore the geopolitical challenges, there has been a steady flow of...

Uncategorised
6 August 2026

ANALYSIS: Healthcare, Emergency Medicine's Concierge Appeal

The global market for concierge medicine is, on some estimates, going to be worth more than $41...

Compliance
5 August 2026

ANALYSIS: Liechtenstein’s Cybersecurity Attack Part Of Global Trend

The incident, as disclosed by the European principality this week, is part of a pattern that...

Strategy
27 July 2026

ANALYSIS: The Evolving, Widening World Of Concierge

Delivery models and client demands continue to evolve in the area that can be loosely called...

Legal
24 July 2026

OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality

Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one...