News, Comment & Analysis results for Archive

M and A
3 December 2025

Deals Of The Day: The Latest In Wealth Management M&A – Carne, JFML

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

Investment Strategies
3 December 2025

Lombard Odier Positive On Emerging Markets, Gold In 2026

Swiss private bank Lombard Odier has released its Outlook 2026 giving an overview of the bank’s...

People Moves
3 December 2025

Who’s Moving Where In Wealth Management? – Schroders, Investec Bank, Broadridge, Droit

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

Investment Strategies
2 December 2025

Is There A Bubble In The Stock Market Or Not?

Are there risks around the massive amounts of money going into areas such as AI and the levels seen...

M and A
2 December 2025

Goldman Sachs Raises ETF Stakes With Major Acquisition

Among the details of the deal, Goldman Sachs said the acquisition will make its asset management...

People Moves
2 December 2025

Who’s Moving Where In Wealth Management? – 7IM, Shiprock Capital Management, ZEDRA, Others

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

New Products
2 December 2025

What’s New In Investments, Funds? – Rathbones AM, Aberdeen, BNP Paribas

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

Strategy
2 December 2025

Forward Features For 2026

This news service's forward features calendar for 2026 sets out what the editorial team is looking...

Compliance
1 December 2025

Compliance Corner: People's Bank Of China Frowns On "Virtual Currencies"

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Investment Strategies
1 December 2025

DWS Positive On Equities, AI For Year Ahead

Vincenzo Vedda, global chief investment officer at German asset manager DWS shares his global...

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...