News, Comment & Analysis results for Archive

People Moves
13 March 2026

Who’s Moving Where In Wealth Management? – Mattioli Woods

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

People Moves
13 March 2026

New India Barclays Private Bank Head Named

The new head will lead and accelerate Barclays Private Bank’s growth ambitions in India. ...

People Moves
12 March 2026

Head Of Private Clients UK Departs UBS

The senior banker had been at UBS for more than a quarter of a century. ...

People Moves
12 March 2026

Wealthtech Hires Ex-InvestCloud Figure To Drive UK, Ireland And Middle East Business

The Barcelona-headquartered business has argued that the wealth management sector is being held...

Surveys
12 March 2026

UK Entrepreneurs Taking Action As Tax Changes Approach – Brown Shipley

In response to the UK Autumn budget, entrepreneurs are acting now, ahead of expected tax hikes and...

Art
12 March 2026

Global Art Market Sales Up In 2025 – Art Basel, UBS Report

The tenth edition of "The Art Basel and UBS Global Art Market Report 2026", authored by Dr Clare...

Alt Investments
12 March 2026

AI Driving Investment Activity In Private Markets – Hamilton Lane Report

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

People Moves
11 March 2026

Blackstone Beefs Up EMEA Private Wealth Operations

Blackstone, along with peers such as Carlyle and KKR, has been developing its private wealth...

Surveys
11 March 2026

ETF Expansion Shows No Sign Of Let Up – PwC

As a number of wealth managers launch exchange-traded funds, PwC’s latest global ETF report and...

Technology
11 March 2026

Digital Digest: The Latest Tech News – WealthAi, Stratiphy

The latest technology news in the wealth management sector from around the world. ...

Comment & Analysis results for Archive

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...

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...