News, Comment & Analysis results for Archive

People Moves
18 February 2026

GAM Holding Names New Group CFO

Zurich-based asset manager GAM Holding, with total assets under management of SFr12.7 billion...

ESG
18 February 2026

EXCLUSIVE: UK's Regnan Captures Water Scarcity Opportunities

Managers of a fund focusing on water scarcity and waste-related challenges talk to this news...

People Moves
17 February 2026

Who’s Moving Where In Wealth Management? – DWS, Guinness Global Investors, Walkers

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

People Moves
17 February 2026

Barclays Gets Ready For Singapore Private Bank Booking Centre

As reported some months ago, the UK-listed bank is re-establishing a booking centre in the...

New Products
17 February 2026

What’s New In Investments, Funds? – 8AM Global, IDAD, Muzinich & Co, Others

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

People Moves
17 February 2026

Jupiter Asset Management Confirms New CIO

The appointment was first announced by the London-headquartered firm last September. ...

Compliance
16 February 2026

UK's Courtsdesk Shutdown Creates Compliance Headache

Among the bad effects of this decision, a firm said, is that it will have a "downstream impact on...

WM Market Reports
16 February 2026

Report Explores What Makes Effective Family Enterprise Governance

A report from UBS and Agreus, drawing from family offices worldwide, looks at the ingredients that...

Investment Strategies
16 February 2026

Focus On Chinese Equities In Year Of The Horse

After China hit its 5 per cent GDP target in 2025 and its equity market delivered strong returns,...

Asset Management
16 February 2026

What's New In Investments, Funds? – Partners Capital, Epochal Corporation

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

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...