News, Comment & Analysis results for Archive

People Moves
15 April 2026

Who’s Moving Where In Wealth Management? – Schroders, Arbuthnot Latham, W1M

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

Surveys
15 April 2026

Most Family Firms See AI As Mainstream Tool – Deloitte

The study highlights the extent to which AI – a term embracing a range of tools and technologies...

M and A
14 April 2026

Deals Of The Day: The Latest In Wealth Management M&A – Absolute Financial Group, Alpha Financial Markets Consulting

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

New Products
14 April 2026

What’s New In Investments, Funds? – Wellington Management, Intelligence, Bridge Investment Intelligence, Others

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

Financial Results
14 April 2026

Wealth, Asset Management Revenues Rise At Goldman Sachs

While most of the main indictors were positive in terms of growth, the figures appeared to not...

People Moves
14 April 2026

C-Suite Moves For Asia, Europe At Aberdeen Investments

A number of senior executive moves have been announced by the UK-headquartered firm, which operates...

M and A
14 April 2026

Greece's Alpha Bank Signals HNW Ambitions With Acquisition

The Greek bank intends to expand its services to HNW individuals and institutions in the domestic...

Wealth Strategies
14 April 2026

Supply Chain Is Now A Wealth Management Problem

This article looks at how supply chains are facing a range of challenges and how wealth managers...

Strategy
13 April 2026

From The Editor’s Chair: Geopolitics, M&A, Private Market Wobbles And Wealth In Motion

The editor casts his eye back at the tumultuous first quarter of this year and gives a glimpse of...

People Moves
13 April 2026

Julius Baer's CFO To Step Down

The departing CFO will remain with the bank until the year-end to ensure a smooth handover of...

Comment & Analysis results for Archive

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...

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...