News, Comment & Analysis results for Archive

Art
9 October 2026

Inheritance Drives Gen Z Into Art Collecting, Art Basel And UBS Survey Shows

The Art Basel and UBS Survey of Global Collecting 2026 found that Gen Z collectors spent more than...

Statistics
9 October 2026

Private Market Strategy Performance, Regional Investor Appetite Varies

It hasn't been the easiest of years for private market investing, as seen by the wobbles in the...

People Moves
9 October 2026

Who’s Moving Where In Wealth Management? – L&G, Caledonia

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

Surveys
8 October 2026

Family Offices Push Further Into AI, Fret Over Geopolitics – JP Morgan

The private banking arm of the US group surveyed 125 of what it called international family offices...

Offshore
8 October 2026

Argentina Joins The Golden Visa Trend

Argentina continues to signal its pro-free market credentials under its existing government by...

Compliance
8 October 2026

UK’s Rathbones, US-Based Capital Group Secure Key Market Licences

Yesterday was a day when two substantial organisations in the wealth sector, Rathbones and Capital...

People Moves
8 October 2026

Switzerland's Targa 5 Advisors Adds Banker For Latin America Growth

The Geneva-based independent wealth manager has recruited a former Banque Audi banker as it...

Fund Management
8 October 2026

UK-Based Capel Asset Management Launched 

The firm specialises in the area known as liquid alternatives; these offer a way for investors to...

Strategy
7 October 2026

HSBC Plans Large UK Wealth Management Job Cuts – Media

The report said the changes are part of a wider drive to embed AI in the organisation. ...

People Moves
7 October 2026

Russell Investments Names New Head Of Middle East

The firm said the new head is joining at an important and exciting time for the business as it...

Comment & Analysis results for Archive

Compliance
29 November 2023

One Year On From CJEU Ruling Vs Public Registers Of Beneficial Ownership

An organisation working in the field of compliance and regulation argues that last year's European...

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...

Company Profiles
23 November 2023

Banking In Turbulent Times – In Conversation With Arbuthnot Latham

This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...

Compliance
15 November 2023

Can Rapid Account-Opening Coexist Alongside Heightened Compliance?

The approach that banks and other wealth management industry players take towards handling...

ESG
14 November 2023

How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet

This news service recently spoke to a senior Pictet figure about the work it does on...

ESG
14 November 2023

"Greenwashing" Controversies Focus Minds On What Investors Own

This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...

Compliance
9 November 2023

FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous

Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...

Family Office
25 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2

In part one of this two-part feature, this publication talked to German banks about their work with...

Family Office
24 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1

As it is high time that this news service took a deep dive into the German single-family offices...

Company Profiles
20 October 2023

UK's Oakley Capital Stays Nimble As Rates Affect Private Markets

After a decade or more of being told that private market investing was a hot area, drawing in...