News, Comment & Analysis results for Archive

New Products
12 August 2026

What’s New In Investments, Funds? – Titanbay, Coller Capital, Standard Chartered

The latest news in investment offerings, financial products and other services relevant to wealth...

M and A
12 August 2026

Deals Of The Day: The Latest In Wealth Management M&A – Federated Hermes, Penny Blue Capital

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

People Moves
11 August 2026

Summary Of Senior Wealth Management Moves Around The World – May 2026

A roundup of moves, appointments and senior personnel changes in the world's wealth management...

Investment Strategies
11 August 2026

Tech Delivers Investment Goods For UK Wealth House

Darius McDermott at Chelsea Financial Services and FundCalibre shares his insights on the case for...

Statistics
11 August 2026

July Proves A Chilly Month For Tech-Related Hedge Funds

With AI-related stocks and the wider sector hitting bumpy conditions in July, there was nothing...

Offshore
11 August 2026

China's Offshore Financial Clampdown Makes A Mark – Media

China has started to tax offshore trusts as used by wealthy HNW citizens. There are limits to...

Technology
11 August 2026

Digital Digest: The Latest Tech News – True Potential

The latest technology news in the wealth management sector from around the world. ...

People Moves
11 August 2026

Who’s Moving Where In Wealth Management? – HarbourVest Partners, ZEDRA, Others

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

Philanthropy
10 August 2026

Time To Consider Philanthropic Gifting Trends Ahead Of IHT Changes – RBC WM

After RBC Brewin Dolphin’s latest survey revealed that over half of affluent individuals are...

Financial Results
10 August 2026

UOB Second-Quarter 2026 Profit Rises 10 Per Cent; Wealth Fees Hit Record

The Singapore-based bank's HNW assets under management climbed to S$204 billion ($159 billion). It...

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...