News, Comment & Analysis results for Archive

Statistics
9 October 2026

Private Market Strategy Performance, Regional Investor Appetite Varies

It hasn't been the easiest of years for private market investing, as seen by the wobbles in the...

People Moves
9 October 2026

Who’s Moving Where In Wealth Management? – L&G, Caledonia

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

Surveys
8 October 2026

Family Offices Push Further Into AI, Fret Over Geopolitics – JP Morgan

The private banking arm of the US group surveyed 125 of what it called international family offices...

Offshore
8 October 2026

Argentina Joins The Golden Visa Trend

Argentina continues to signal its pro-free market credentials under its existing government by...

Compliance
8 October 2026

UK’s Rathbones, US-Based Capital Group Secure Key Market Licences

Yesterday was a day when two substantial organisations in the wealth sector, Rathbones and Capital...

People Moves
8 October 2026

Switzerland's Targa 5 Advisors Adds Banker For Latin America Growth

The Geneva-based independent wealth manager has recruited a former Banque Audi banker as it...

Fund Management
8 October 2026

UK-Based Capel Asset Management Launched 

The firm specialises in the area known as liquid alternatives; these offer a way for investors to...

Strategy
7 October 2026

HSBC Plans Large UK Wealth Management Job Cuts – Media

The report said the changes are part of a wider drive to embed AI in the organisation. ...

People Moves
7 October 2026

Russell Investments Names New Head Of Middle East

The firm said the new head is joining at an important and exciting time for the business as it...

Real Estate
7 October 2026

EXCLUSIVE: Investec Opens Doors To Real Estate Strategy

The firm said it was always planning to enable third-party investors, such as wealth managers, to...

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...