News, Comment & Analysis results for Archive
Blend Of High-Growth Tech, Defensives Makes Sense For 2026 – Wealth Managers
A common theme appears to be a need for diversification across sectors. ...
Forsters Opens Abu Dhabi Base, Focuses On Private Wealth
As regularly noted here, the law firm's expansion into the Gulf region is part of a wider trend of...
Investors Press "Pause" On Risk In Nervous November – State Street
Political dramas in Washington, concerns about valuations of AI-linked tech stocks and a shift from...
FAB, Amundi Expand Investment Solutions Across Gulf
Along with many other firms that have been increasing their presence in Dubai and neighbouring Abu...
Edmond De Rothschild Seeks To Wow Nautical World – Again
The private banking dynasty's enthusiasm for such yachts goes back to 1875. Also, in current garb,...
Who’s Moving Where In Wealth Management? – Morgan Lewis, Fidelity International, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
AML Systems Gradually Improve, Big Challenges Remain
The report on the Basel AML Index calls for a shared reimagining of the fight against financial...
Diversify, Lean Into AI "Thoughtfully," And Underweight The Dollar – Cambridge Associates
The organisation is among a raft of institutions setting out asset allocation views for 2026. It...
Who’s Moving Where In Wealth Management? – Investec Bank
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Digital Digest: The Latest Tech News – Van Lanschot Kempen, Amundi
The latest technology news in the wealth management sector from around the world. ...
Comment & Analysis results for Archive
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
Developments In Private Bank RegTech – Views From The Experts
Regulatory technology – software that a private bank has to use in order to produce information...
In Tough Times, Private Market Secondaries Can Shine
The venture capital, private equity and other parts of the "private markets" space have been jolted...
Exclusive: Biotech Sector To Take Off In 2023
Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...
Comgest's Mood Brightens For Europe, Asia Investments
After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...
The Squeeze On Investment Visas – What Should Happen Now?
With these programmes, the subject of this interview says, the benefit is not just in the initial...
Challenges For Multi-Generational Families Over Succession
A take-home point from this article is that for multi-generational family firms to navigate...
Foundations For Effective Corporate Governance
The author argues that UK regulatory expectations largely date back to the financial crisis. At...
Soaring Inheritance Tax Receipts Highlight Need For Reform
Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...
Fine Art Finance – A Change Of Perspective For Your Collection
The international law firm gives a brief tour of the fine art investment landscape, a subject of...