News, Comment & Analysis results for Archive

New Office
8 May 2026

Mirabaud Expands Swiss Presence

Geneva-headquartered Swiss private bank Mirabaud bolsters its presence in French-speaking...

People Moves
8 May 2026

Who’s Moving Where In Wealth Management? – Titanbay, W1M, Janus Henderson

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

ESG
7 May 2026

The ESG Phenomenon – Quilter Cheviot

The latest developments in the ESG space. ...

Investment Strategies
7 May 2026

Apricus Remains Neutral On Equities, Holds Cash; Sees "Dip-Buying" Behaviour

The wealth management firm has set out its asset allocation positions, arguing that investors...

Alt Investments
7 May 2026

Wealth Club Boosts Private Markets Platform

Wealth Club, a UK non-advised investment service for high net worth individuals, has announced a...

Art
7 May 2026

Art Market Auctions Recovered Late 2025, But Not A "Comeback" – Citi Wealth

Gallery closures and downsizing suggest that the art market faces challenges, even after the...

New Products
7 May 2026

What’s New In Investments, Funds? – Brown Advisory, Walker Crips, BlackRock Aladdin

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

People Moves
7 May 2026

Who's Moving Where In Wealth Management? – M&G, Capital Generation Partners, Others

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

People Moves
6 May 2026

Julius Baer Names Interim India Country Head

Sumaya will continue to serve in his role as head of global Non-Resident Indians. A number of banks...

People Moves
6 May 2026

Who’s Moving Where In Wealth Management? – Pictet, Universal Investment Group, Muzinich & Co, Others

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

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...