News, Comment & Analysis results for Archive

Financial Results
22 July 2026

Julius Baer Net Profit Doubles To New Record In H1 2026

Shares in the standalone private banking group have risen this year but a record half-year 2026...

White Papers
22 July 2026

CFA Institute Explores How Investment Sector Navigates AI Impact

AI is forcing structural changes to the way that the investment and wealth management sector works....

New Office
21 July 2026

Allfunds Gets New Berth Near Tower Bridge

Now all the wealthtech platform's UK-based functions are under one roof, as the firm continues to...

Statistics
21 July 2026

ANALYSIS Private Aviation: A High-Altitude Barometer For Global Wealth

Private aviation’s rise is also a feature of globalisation – the term used to describe the...

People Moves
21 July 2026

Who’s Moving Where In Wealth Management? – LGT WM, Rothschild & Co, BRI WM

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

Family Office
21 July 2026

BNP Paribas Sees European Clients Building Hong Kong-Based Family Offices – Report

Hong Kong has sought to encourage family offices to set up in the city. ...

Real Estate
21 July 2026

Gravis Listed Real Estate Fund Manager In Optimistic Mood

Matt Norris, head of real estate at Gravis, a UK-based property, infrastructure and private credit...

Surveys
20 July 2026

Businesses Yet To Feel Cost Of Renewed Middle East Conflict – Fidelity International Survey

Fidelity International's Analyst Pulse Survey for the second quarter of 2026 shows that many...

WM Market Reports
20 July 2026

BNY Wealth Explores US Wealth Transfer Readiness, Confidence

Covering topics from financial literacy through to the preparations for transfer and use of trusts,...

M and A
20 July 2026

Deals Of The Day: The Latest In Wealth Management M&A – Ardian, AXA, ACM, Wafra

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

Comment & Analysis results for Archive

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...