News, Comment & Analysis results for Archive

Real Estate
29 April 2026

Who’s Moving Where In Wealth Management? – JM Finn

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

People Moves
29 April 2026

DWS CIO Takes Over Investment Division

The move completes the transition initiated in August 2025 when he joined the executive board as...

Investment Strategies
29 April 2026

Spotlight On UK Gilts; Fidelity Launches New Fund

Although near-term developments have negatively impacted the UK gilt market, a number of wealth...

Compliance
29 April 2026

Compliance Corner: Gen II Fund Services, Guernsey

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

Investment Strategies
29 April 2026

Sorbus Partners Highlights Second China Shock

With the International Monetary Fund expecting Chinese export volumes to rise by around 30 per cent...

Asset Management
29 April 2026

What's New In Investments, Funds? – Allspring, ABN AMRO, Nordea AM

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

Financial Results
28 April 2026

Barclays' PBWM Arm Says Pre-Tax Profit Dips In Q1 2026

Net income in the private bank and wealth management division was broadly stable in the first three...

WM Market Reports
28 April 2026

Global Asset Managers Can't Rely On Rising Markets As Much For Growth – BCG

The rising market tide, which has been in force for more than a decade, did much of the work in...

Surveys
28 April 2026

Impact Investing Trumps Crypto For NextGens Amid $83 Trillion Wealth Transfer – UBS

UBS Global Wealth Management has issued its first UBS Global Next Generation Report, surveying next...

Fund Management
28 April 2026

UK Investment Trust Rides Space Boom With New Fundraising

The upcoming SpaceX IPO - possibly taking place by mid-June - is certain to put commercial space in...

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...