News, Comment & Analysis results for Archive

People Moves
30 January 2026

Who’s Moving Where In Wealth Management? – ZEDRA, AIC

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

Alt Investments
30 January 2026

Citigroup Leans Into "Democratisation" Of Private Markets Theme

Private clients at the bank in Asia and the Middle East are being targeted by the change, part of a...

Surveys
30 January 2026

Allocations To Private Market Investments To Climb In 2026 – Hamilton Lane

US-headquartered private market investment firm Hamilton Lane, which has $1 trillion in assets...

Asset Management
30 January 2026

What's New In Investments, Funds? – Armundia Group, M&G Investments, Others

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

Financial Results
29 January 2026

Lloyds Reports Rise In 2025 Statutory Pre-Tax Profit

One of the large domestic UK banking houses, Lloyds reported stronger earnings for last year and...

People Moves
29 January 2026

Who's Moving Where In Wealth Management? – LGT Wealth Management, Forsters, Ascot Lloyd

The latest moves, appointments and personnel changes in the UK, mainland Europe, select...

Strategy
29 January 2026

Standard Chartered Becomes F1's Official Wealth Partner

The UK-listed bank says it joins a select group of banks that support the global, glamorous motor...

Investment Strategies
29 January 2026

Caution Is Investment Watchword For UK-Based WELREX

Although taking a broadly "conservative investment" position, the wealth management firm is also...

Investment Strategies
29 January 2026

Fewer US Equities, More Europe, Emerging Markets In 2026 – Pictet

Swiss-based Pictet Wealth Management shared its insights on the investment outlook for 2026 at a...

Family Office
29 January 2026

For Family Offices In Motion, It's Much More Than Just Taxes

Continuing our look at the changing footprints of family offices around the world, we talk to a...

Comment & Analysis results for Archive

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...

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...