News, Comment & Analysis results for Archive
Corient Tight-Lipped About Reported French MFO Deal
The organisation, which has been on an acquisition spree, was reported to have acquired another...
Summary Of Q1 2026 Financial Results In Wealth Management, Private Banking
We summarise results for the private banking and wealth management arms of banking groups, and in a...
Lombard Odier And Alpha Japan Bolster Collaboration
Lombard Odier and Alpha Japan have expanded access in Japan to Lombard Odier's global asset...
Mirova Names New CEO
The new CEO's leadership in sustainable finance, industry recognition, and deep knowledge of the...
Accelerating Growth In Asia: Amundi’s Second Home Market
Amundi, a Paris-based European asset manager with €2.4 trillion ($2.7 trillion) of assets under...
UK Fund Managers Boost Private Markets Investment
New research from Wealth Club, a UK non-advised investment service for high net worth individuals,...
Family Offices Take On More Risk In Alternatives – Survey
The survey examines what family offices around the world think of alternative investments and the...
What's New In Investments, Funds? – Hamilton Lane, iCapital, Fortem Capital, Others
The latest news in investment offerings, financial products and other services relevant to wealth...
Half Of UK Wealth Managers Can't See Their Clients' Crypto – CoinShares
CoinShares, a Jersey-headquartered global asset manager specialising in digital assets, has...
Technology, Private Markets Loom Large For Financial Institutions – Survey
Emerging technologies such as AI, and the increasing importance of private markets, are two major...
Comment & Analysis results for Archive
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
Developments In Private Bank RegTech – Views From The Experts
Regulatory technology – software that a private bank has to use in order to produce information...
In Tough Times, Private Market Secondaries Can Shine
The venture capital, private equity and other parts of the "private markets" space have been jolted...
Exclusive: Biotech Sector To Take Off In 2023
Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...
Comgest's Mood Brightens For Europe, Asia Investments
After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...
The Squeeze On Investment Visas – What Should Happen Now?
With these programmes, the subject of this interview says, the benefit is not just in the initial...
Challenges For Multi-Generational Families Over Succession
A take-home point from this article is that for multi-generational family firms to navigate...
Foundations For Effective Corporate Governance
The author argues that UK regulatory expectations largely date back to the financial crisis. At...
Soaring Inheritance Tax Receipts Highlight Need For Reform
Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...
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...