News, Comment & Analysis results for Archive

M and A
14 May 2026

Deals Of The Day: The Latest In Wealth Management M&A – Alpha Financial Markets Consulting, Elgin White

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

Financial Results
14 May 2026

ABN AMRO's First-Quarter 2026 Net Profit Rises

Among the details on the wealth management side, the Dutch bank said it was on track with its...

People Moves
14 May 2026

Aztec Group Names New CEO

The new CEO brings deep commercial and technology expertise, a track record of leading complex...

People Moves
14 May 2026

LGT Names New Thailand Wealth Business Chief Executive

The appointment also speaks to how Thailand's profile as a wealth management jurisdiction has risen...

People Moves
13 May 2026

Who’s Moving Where In Wealth Management? – Foster Denovo, Peel Hunt, Others

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

People Moves
13 May 2026

Carmignac Boosts Investment Team With Four Hires

These appointments will enhance the firm's research capabilities, helping it to identify long-term...

WM Market Reports
13 May 2026

UBS Survey Lifts Lid On How Families Prepare For Inheritance, Change

With a multi-trillion-dollar wealth transfer under way, preparing upcoming generations for the...

Client Affairs
13 May 2026

Wealth Managers Fret As UK Prime Minister Clings To Office

Wealth managers discuss the investment impact of the potential resignation of UK Prime Minister Sir...

People Moves
13 May 2026

EFG CEO To Become Swiss Bankers Association New Chair

There's change at the top of a banking association that has not been afraid to make its views known...

ESG
13 May 2026

The ESG Phenomenon: Climate X, Orbis Advisory

The latest developments in the ESG space. ...

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...