News, Comment & Analysis results for Archive

People Moves
15 December 2025

Another C-Suite Appointment At SimCorp

The latter stages of 2025 continue to be busy for the financial technology firm. The latest...

Philanthropy
15 December 2025

OPINION OF THE WEEK: Charities Must Sharpen Up Governance Or Suffer Damage

A recent report in the UK makes for uncomfortable reading about governance standards and related...

Investment Strategies
15 December 2025

As Rates, Policies Diverge, Asset Allocators Must Adapt – Brown Shipley

Around the world, the path of interest rates and therefore bond markets is not a uniform one....

Investment Strategies
15 December 2025

Edmond de Rothschild AM Prefers European Small Caps, EM Debt

Edmond de Rothschild Asset Management presented its investment outlook for 2026 at a media event...

Investment Strategies
15 December 2025

Allspring Positive On US Small-Mid Caps, Emerging Markets In 2026

US-headquartered asset manager Allspring released its 2026 outlook this week, sharing its insights...

Investment Strategies
12 December 2025

Nedgroup Sings Cautious Optimist Tune On UK Gilts

While much depends on whether UK public finances really are stabilised after another tax-raising UK...

M and A
12 December 2025

Singapore-Headquartered Ascentium Acquires Hong Kong Business

Ascentium said the deal builds on recent acquisitions. Financial terms were not disclosed. ...

New Office
12 December 2025

iCapital Rides UAE's Rising Wealth Wave

With this new office, the firm will be able to deliver innovative private market solutions to...

M and A
12 December 2025

Deals Of The Day: The Latest In Wealth Management M&A – Amati Global Investors, Mattioli Woods

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

Investment Strategies
12 December 2025

Indosuez WM Favours US, Emerging Market Equities, Gold In 2026

Grégory Steiner at Paris-based Indosuez Wealth Management shares his insights on asset allocation...

Comment & Analysis results for Archive

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

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

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...