News, Comment & Analysis results for Archive

People Moves
18 December 2025

Who’s Moving Where In Wealth Management? – UBS AM, W1M Wealth Management, CISI

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

New Products
18 December 2025

What’s New In Investments, Funds? – PIMCO, M&G

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

Company Profiles
18 December 2025

Private Markets Shift Puts Premium On Reliable, Transparent Data – ARC

One of the dominant wealth management themes of recent years has been private market investments....

Investment Strategies
18 December 2025

EXCLUSIVE: Oakglen Wealth Explains European Overweight, US Equity Underweight; Asian Tech

Dominic Tayler, UK managing director at Oakglen Wealth, a wealth manager with offices in London and...

M and A
18 December 2025

Summary Of Major Wealth Management, Private Bank M&A Deals For 2025

Among the standout deals in another busy year for M&A, was Corient's purchase of two UK-based...

Technology
17 December 2025

Citigroup, LSEG Forge Multi-Year Pact

The financial data and infrastructure group will support workflows across Citigroup, including...

People Moves
17 December 2025

Luxembourg’s Quintet Names New Group CEO

The firm said that the new CEO, who has proven his ability to design and successfully implement...

People Moves
17 December 2025

Who’s Moving Where In Wealth Management? – Arbuthnot Latham, Columbia Threadneedle Investments

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

Investment Strategies
17 December 2025

UK's Rathbones Favours US, Asian, UK Equities

UK Rathbones Asset Management’s fund managers share their outlook for 2026, being cautiously...

New Products
17 December 2025

EXCLUSIVE: Altana Wealth Targets China’s Real Estate

Altana Wealth, a specialist fund manager focused on delivering alpha from niche strategies...

Comment & Analysis results for Archive

Legal
4 January 2023

The Power Of Nuptial Agreements In English Courts

As the authors of this article explain, nuptial agreements are not automatically binding in the...

Compliance
23 December 2022

Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option

We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...

Philanthropy
20 December 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...

Legal
12 December 2022

Handling Harassment: Rights, Wrongs For HNW Families

Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...

White Papers
8 December 2022

Wealth Management: Technology Platforms, Competition In Challenging Economic Times

Every wealth manager is struggling with the key question of how to balance competing imperatives....

Art
2 December 2022

Fractions Of Fine Art – In Conversation With Mintus

The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't...

Compliance
1 December 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Client Affairs
1 December 2022

HNW Individuals' Public Profiles Risk Reputation Threats

Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...

Legal
30 November 2022

Invisible Contracts When Moving In With A Partner

Couples choosing to cohabit should consider documenting their intentions in relation to their...

Compliance
29 November 2022

Digital Asset Market Becomes Fraudsters' Playground

The author of this article says that a lack of effective regulation, combined with an audience...