News, Comment & Analysis results for Archive

Statistics
2 October 2026

Global IPO Proceeds Hit Record, Listing Numbers Drop – EY

Initial public offerings are important liquidity events that wealth managers track. Latest figures...

Surveys
2 October 2026

Europeans Don’t Explain Private Market Offerings Clearly; Swiss Banks Outperform

A study of 30 UK and other European wealth managers and private banks finds that most have built...

Surveys
2 October 2026

Confidence Down Amongst UK Wealthy, Driven By Fears Over Tax, Wealth Policies – Saltus Wealth Index

Confidence among UK high net worth individuals (HNWIs) has fallen further over the last six months,...

People Moves
1 October 2026

Who’s Moving Where In Wealth Management? – Canaccord Wealth, Berenberg, W1M

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

People Moves
1 October 2026

Stonegate Capital Names New Chief Financial Officer

The new CFO brings close to 20 years of experience of working family office, corporate finance...

Legal
1 October 2026

UK Lasting Powers Of Attorney Under Spotlight As Controversies Swirl

As populations in developed countries age and diseases such as Alzheimer’s take their toll, the...

Surveys
1 October 2026

Growing Demand For Private Markets Amongst Wealthy – Barclays Private Bank

Private markets participation among wealthy investors surveyed has risen over the past year, even...

People Moves
1 October 2026

Geneva's Syz Group Names New CEO For Alternative Investments Business

The appointee is leading a business that will focus totally on private equity. ...

Surveys
1 October 2026

Advised Investors Far More Confident On Retirement – Amundi Study 

A 26-country survey undertaken by the France-headquartered asset management house found that half...

New Office
1 October 2026

Singapore's Temasek Leans Into Gulf Region Growth Story

The SWF is tapping into a narrative that has, for example, seen advisors to HNW and UHNW...

Comment & Analysis results for Archive

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

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...