News, Comment & Analysis results for Archive

WM Market Reports
12 January 2026

EXCLUSIVE: BWC Benchmarking Study Gives Data "Treasure Trove" On UK Wealth Industry

A new report on the UK private banking, wealth management and brokerage sector gives unrivalled...

Wealth Strategies
9 January 2026

OPINION OF THE WEEK: What Asset Allocators Have On Their Plate This Year

The editor takes a brief look at the sort of considerations in play for wealth managers seeking to...

Investment Strategies
9 January 2026

Investors "Too Optimistic" On Future Earnings Growth – Bank J Safra Sarasin

When looking for equities, investors must consider whether AI is going to boost growth sufficiently...

People Moves
9 January 2026

Who’s Moving Where In Wealth Management? – Tyndall, Allspring, 7IM, Wealth Club, Others

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

Philanthropy
9 January 2026

UK Donor-Advised Fund Makes First Major Grant, Highlights DAF Sector's Growth

The grant from the donor-advised fund in the UK is an example of how the DAF model continues to...

Emerging Markets
8 January 2026

Saudi Arabia's Rule Relaxation Booster For Stocks, Not A "Game Changer" – Fund Manager

The fund management house noted that the change comes as the Middle East nation cultivates a number...

Surveys
8 January 2026

UK Financial Advisors Bracing For Increased Market Volatility In 2026 – Survey

New research from Wesleyan, a Birmingham-headquartered mutual, was released this week, revealing...

People Moves
8 January 2026

Switzerland's Maerki Baumann Names New CIO

The new CIO, who has been with the firm since 2018, has played a key role in shaping the private...

Investment Strategies
8 January 2026

It's A Lot Easier To Advocate Gold Than Before – Industry Veteran

Written off decades ago as a "barbarous relic," a mix of geopolitics, changing financial conditions...

Alt Investments
8 January 2026

Private Markets Keeping Up Momentum Into 2026 – Aberdeen Investments

Aberdeen Investments has released its "Private Markets House View," showing that private markets...

Comment & Analysis results for Archive

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

Art
9 February 2023

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...

Technology
6 February 2023

An Economic Era Of Data Democratisation?

The author of this article talks about the economic background of inflation and economic...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Offshore
1 February 2023

Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth

We talk to the government in Dubai – at its economic and tourism department – about its...

Legal
30 January 2023

How Can HNW Individuals Benefit From Litigation Funding Boom?

Litigation funding is an area that can make headlines when a major court case hits the headlines....

Offshore
25 January 2023

New BVI Act Provides Clarity On Virtual Assets

In December, legislation was introduced in the British Virgin Islands for virtual assets. The...

Technology
11 January 2023

Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver

Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...

Company Profiles
11 January 2023

The Mauritius-Dubai Connection Holds Big Potential – MCB

We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....