News, Comment & Analysis results for Archive
Global Private Credit Funds Projected To Grow Sharply – PWC Survey
Despite recent difficulties, PwC’s new Global Private Credit Fund Survey shows that the global...
Hong Kong Set To Overtake Switzerland As Top Cross-Border Wealth Hub – BCG
As has been predicted for some time, the Asian city has matched and is expected to pull ahead of...
What’s New In Investments, Funds? – Omnis Investments
The latest news in investment offerings, financial products and other services relevant to wealth...
Investec Updates Private Client Growth Strategy
The firm's strategy is designed to scale the private client franchise through a high-touch,...
EFG Net Profit, AuM Up Q1 2026
Zurich-headquartered private banking group EFG International reports positive financial results for...
Swiss EAMs Look Forward After Regulation, Consolidation
This news service recently spoke to a figure in Switzerland’s independent wealth management...
Rathbones Expands Talent Programme With New Initiatives
The expansion of existing schemes will strengthen the business’ long-term talent pool. ...
ANALYSIS: What Advisors Should Tell Clients Who Use AI For Guidance?
The editor looks at clients' use of AI tools to research financial material and even suggest ideas...
UBS EMEA Wealth Head To Swap Zurich For Middle East
The bank said latest moves "underscore" its commitment to the Middle East region. ...
Julius Baer's AuM Edges Higher; Expects "Substantially Higher" Profit, But Shares Fall
Among the details, the bank reconfirmed its net new money target of 4-5 per cent by 2028, and said...
Comment & Analysis results for Archive
How AI Can Raise Wealth Management Game In The Gulf
With artificial intelligence technology gathering headlines and stirring controversy – and...
How "Evergreen" Approach Wins Friends For Private Markets
There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...
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...
Private Investigation Sector Never Busier As Risks Proliferate
Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...
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...
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...
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...
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...
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...
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...