News, Comment & Analysis results for Archive

People Moves
24 June 2026

Who's Moving Where In Wealth Management? – Blackfinch, Carey Olsen, Chikara Investments

The latest senior appointments, moves and personnel changes in wealth management for the UK,...

Technology
24 June 2026

Digital Digest: The Latest Tech News – Baillie Gifford

The latest technology news in the wealth management sector from around the world. ...

Investment Strategies
23 June 2026

Japanese Asset Manager Trumpets Corporate Engagement Efforts

Corporate governance reforms in Japan are designed to force bosses to focus more on financial...

People Moves
23 June 2026

Swiss Banking, Wealth Management Association Names New President

One of the top figures at Vontobel is taking on the post at the Swiss organisation. ...

Investment Strategies
23 June 2026

UK Political Drama Adds To Wealth Managers' Worries

The shifting fortunes of UK politics sees the departure of yet another Prime Minister. Just as...

M and A
23 June 2026

Deals Of The Day: The Latest In Wealth Management M&A – Queensgate Investments

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

New Products
23 June 2026

What’s New In Investments, Funds? – Zennor AM, Spiro, NewTrails Capital, Magellan

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

People Moves
22 June 2026

European "Supermanco" Carne Names President

The private equity firm Permira recently took a minority stake in Carne, a business founded 21...

Fund Management
22 June 2026

Insiders’ Guide To How Morningstar Analysts Evaluate Fund Managers

Our US correspondent examines what industry figures think is the best way to judge the skills and...

Wealth Strategies
22 June 2026

Standard Chartered Still Anticipating Global Economic "Soft Landing"

The second half of 2026 might bring about some "pivot" points that investors will have to navigate...

Comment & Analysis results for Archive

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...