News, Comment & Analysis results for Archive

Compliance
18 May 2026

Compliance Corner: Ogier Global, British Virgin Islands

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

People Moves
15 May 2026

Summary Of Senior Moves In Global Wealth Management – March 2026

A summary of all the main moves, appointments and personnel changes in the world's main wealth...

Investment Strategies
15 May 2026

Warsh Confirmed US Fed Reserve Chair – Wealth Managers' Reactions

After the US Senate confirmed Kevin Warsh as chair of the US Federal Reserve this week, investment...

Alt Investments
15 May 2026

Private Markets Mature, Along With Stresses - Study

A new report points to rising maturation of the field, but also notes the stresses recently in the...

M and A
15 May 2026

Japan's MSI Completes Minority Barings Equity Stake

The acquisition will help strengthen Barings' investment capabilities in areas such as credit real...

New Office
15 May 2026

Partners Capital Opens Abu Dhabi Office

The firm said that opening the office – its 10th international one – is testimony to its...

People Moves
15 May 2026

UK Regulator Adds Senior Figures

The watchdog has made two senior appointments for areas covering markets, operations and...

Investment Strategies
15 May 2026

Playing Into UK Value Investing For Small Caps At Rockwood Strategic

The investment area of small-caps and the value approach to stock-picking hasn't been easy. We talk...

People Moves
14 May 2026

Who’s Moving Where In Wealth Management? – Chartwell Capital, W1M, Carne Group

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

People Moves
14 May 2026

Quintet Private Bank Names New CFO

There's a change to one of the most important C-suite roles at the European private banking...

Comment & Analysis results for Archive

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

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

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

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...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

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...

WM Market Reports
4 July 2023

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...

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...