News, Comment & Analysis results for Archive

Surveys
17 September 2026

Asset Managers Increasingly Focus On Core Capabilities To Drive Growth – Northern Trust

A new Northern Trust Survey of 300 global asset managers shows increased outsourcing, heightened...

Awards
17 September 2026

Winners Of Inaugural WealthBriefing Innovation In Marketing Awards 2026

This news service can announce the individuals and firms that impressed with their achievements for...

People Moves
16 September 2026

Border & Cie Names New Managing Partner

Over the years, the new managing partner has distinguished himself through his commitment, his...

ESG
16 September 2026

The Sustainability Phenomenon: Lombard Odier Investment Managers

The latest developments in the sustainability space. ...

Strategy
16 September 2026

WRISE Strengthens Wealth Professionals' Professional Development

The certification programme is a reminder that developing skills in wealth management is a priority...

New Office
16 September 2026

J Safra Sarasin Targets Greek Wealth Market

The branch will offer an alternative for Greek high net worth individuals, families and...

New Products
16 September 2026

What’s New In Investments, Funds? – Carmignac, WisdomTree

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

People Moves
16 September 2026

Who’s Moving Where In Wealth Management? – Withers, JM Finn, Maven Capital Partners

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

People Moves
15 September 2026

Ogier Global Names New Private Wealth Director

The new senior hire, a Jersey Financial Services Commission-approved person, has a track record in...

New Office
15 September 2026

International Law Firm Opens Abu Dhabi Office

The firm advises on domestic and cross-border M&A, litigation and corporate investigations, finance...

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...