News, Comment & Analysis results for Archive

People Moves
9 September 2026

Who’s Moving Where In Wealth Management? – Evelyn Partners, Raymond James, Others

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

Family Office
9 September 2026

Stonegate Capital Launches AI-First Family Office In Dubai

An established UK family creates a global platform combining institutional expertise, AI-Native...

People Moves
9 September 2026

M&G Names New Private Markets Global Head Of Impact

The firm said that this appointment would help the business to accelerate product innovation,...

Alt Investments
8 September 2026

Theta Capital Management Plans New VC Vintages To Capture Digital Assets Growth

This news service talks to a European business that invests in a form of venture capital that seeks...

Strategy
8 September 2026

Schroders Employs JV Model To Build Thailand Wealth Business

The UK-based group, which is in the process of being acquired by US-headquartered Nuveen, has...

Alt Investments
8 September 2026

Aberdeen Cranks Up Tokenised Private Markets Access

Aberdeen Investments has named Finloop Finance as a distributor of its Global Private Markets...

Offshore
8 September 2026

Former NATO Chief To Address Jersey Finance’s “Trusted Shores” – London Conference

An experienced figure from the UK’s political and international defence field gives his...

Strategy
8 September 2026

EXCLUSIVE: Mashreq Puts Clients, Specialists In Charge Of Digital Journey

Instead of technologists shaping what systems advisors and clients use, the digital tools at Middle...

People Moves
8 September 2026

Who’s Moving Where In Wealth Management? – Apex, Charles Russell Speechlys, PIMFA

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

New Office
7 September 2026

Edmond de Rothschild Marks 40th Anniversary In Monaco With New Office

The private bank said the client experience in the new office reflects the standards of a luxury...

Comment & Analysis results for Archive

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

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...