News, Comment & Analysis results for Archive

M and A
29 May 2026

Deals Of The Day: The Latest In Wealth Management M&A – IQ-EQ

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

Practice Strategies
29 May 2026

Achieving Financial Literacy Increasingly Urgent With Wealth In Motion

This news service talked to a UK wealth manager as well as drawing on insights from experts about...

Family Office
28 May 2026

UBS Family Office Report Highlights Move Towards Emerging Markets, Europe, AI

Swiss private bank UBS has published the UBS Global Family Office Report 2026, which finds that...

Technology
28 May 2026

Digital Digest: The Latest Tech News – Hamilton Lane, Allfunds

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

Investment Strategies
28 May 2026

Ninety One Positive On Middle East Investment

The London-headquartered asset management house has set out why it thinks countries in the Gulf...

People Moves
28 May 2026

Who’s Moving Where In Wealth Management? – Bowmore Financial Planning, Vanguard, Others

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

Emerging Markets
27 May 2026

Emerging Market Investment Trusts Outperform

Despite the Iran conflict and soaring energy prices, UK-listed emerging markets investment trusts...

Alt Investments
27 May 2026

Global Private Credit Funds Projected To Grow Sharply – PWC Survey

Despite recent difficulties, PwC’s new Global Private Credit Fund Survey shows that the global...

Offshore
27 May 2026

Hong Kong Set To Overtake Switzerland As Top Cross-Border Wealth Hub – BCG

As has been predicted for some time, the Asian city has matched and is expected to pull ahead of...

New Products
27 May 2026

What’s New In Investments, Funds? – Omnis Investments

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

Comment & Analysis results for Archive

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...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...

Strategy
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...