News, Comment & Analysis results for Archive

Fund Management
10 November 2025

What's New In Investments, Funds? – Edmond De Rothschild AM

The latest news in investment offerings, financial products and other services relevant to wealth...

Surveys
7 November 2025

High-Earning Women Surpass Six-Figure Salary Mark Faster Than Men – UK Survey

HSBC in the UK has issued a report about the attitudes and positions of affluent men and women,...

Surveys
7 November 2025

Defence Leads Growth Expectations For Europe's Private Equity, VC Sector – Survey

Once considered off-limits back in the earlier days of ESG investing, defence-related companies are...

Client Affairs
7 November 2025

Wealth Managers React As UK Rates Kept On Hold

After the Bank of England (BoE) voted to keep interest rates on hold, wealth managers discuss the...

Financial Results
7 November 2025

DBS Profits Increase In Q3 2025

DBS, a Singapore-headquartered Asian financial services group with a presence in 19 markets,...

New Products
7 November 2025

What’s New In Investments, Funds? – Amundi, Euronext, WisdomTree, Stratiphy, Others

The latest news in investment offerings, financial products and other services relevant to wealth...

People Moves
7 November 2025

Who’s Moving Where In Wealth Management? – Stonehage Fleming, Fortem Capital, Others

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

New Products
7 November 2025

Immigration Consultancy, Dubai Sotheby's International Realty Enter Partnership

The partnership plugs into a trend of globally-mobile HNW individuals and their families seeking...

Surveys
6 November 2025

Investors Expect To Boost Allocations To Private Markets – Barclays Private Bank

Barclays Private Bank and Wealth Management has published its second annual private markets report...

Tax
6 November 2025

Rathbones Sets Out UK Autumn Budget Wishlist

Ahead of the UK’s Autumn Budget in November, UK wealth manager Rathbones has outlined five...

Comment & Analysis results for Archive

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...

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

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...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...