News, Comment & Analysis results for Archive

Alt Investments
27 November 2025

Private Markets Set To Outperform Public Ones – Hamilton Lane

Hamilton Lane, a US private markets investment firm with $1.0 trillion in assets under management...

Compliance
26 November 2025

SS&C Technologies Builds European Wealth Services Business

The US-headquartered company said the move builds on its success in the UK and cited data showing...

People Moves
26 November 2025

WRISE Group Names Four Senior Executives

The firm's chairman said that the appointments will help bolster its leadership for the "next phase...

Financial Results
26 November 2025

ABN AMRO To Cut Headcount In Cost Reduction Drive

The Netherlands-headquartered group, which has conducted a number of M&A deals on the retail and...

Financial Results
26 November 2025

EFG International Aims At 15 Per Cent Annual Profit Growth

The bank, operating in a number of wealth management regions, has set out growth, profit and other...

People Moves
26 November 2025

Who's Moving Where In Wealth Management – Schroders, Tyndall IM

The latest moves, appointments and personnel changes in wealth management in the UK, rest of...

M and A
26 November 2025

Deals Of The Day: The Latest In Wealth Management M&A – IQ-EQ, Zenith Global

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
26 November 2025

NS Partners Names New Spanish Head

The new country manager for Spain has more than 20 years of experience in private banking, wealth...

Real Estate
26 November 2025

Mactaggart Family & Partners Eyes UK Property Opportunities

The UK and parts of the US commercial real estate sector seems to be experiencing a tough time. We...

WM Market Reports
25 November 2025

Private Market Revenue To Increasingly Power Global Asset Management – PwC Study

The report, which cuts across wealth as well as asset management, shows how important a revenue...

Comment & Analysis results for Archive

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...

Compliance
29 November 2022

The FTX Collapse: The Lessons

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