News, Comment & Analysis results for Archive

Investment Strategies
27 July 2026

EXCLUSIVE: Arbra Partners Targets Middle East, Portugal

The creator of asset manager and wealth advisory Arbra Partners talks about why he started his...

Legal
27 July 2026

OPINION OF THE WEEK: Beware Of AI Notetaking Threat To Confidentiality

Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one...

Strategy
27 July 2026

UOB Private Bank Sets Out Hong Kong AuM, Headcount Growth Goals

One of the "Big Three" Singapore-headquartered bank's has set out its wealth management and private...

People Moves
27 July 2026

Who's Moving Where In Wealth Management? – Fasanara Capital, TEAM

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

Financial Results
24 July 2026

Vontobel H1 2026 Profit Surges 87 Per Cent

The Swiss private bank and investment manager reported higher revenues and a lower cost base in the...

New Products
24 July 2026

What’s New In Investments, Funds? – BlackRock, Phenix Capital Group

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

M and A
24 July 2026

Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report

At the half-way point of 2026, a firm examines transaction trends for wealth management in three...

M and A
24 July 2026

UK Defence M&A Sees Deal Surge In First Half 2026

Interest in the UK defence sector is rising, and valuations are continuing to trend upwards with...

People Moves
24 July 2026

Who’s Moving Where In Wealth Management? – William Blair, Canaccord Wealth, Margetts

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

ESG
24 July 2026

UBP Highlights That Electrification, Regenerative Agriculture Is Gaining Ground In Middle East Conflict

At a Union Bancaire Privée Impact Media Roundtable this week, Mathieu Nègre, head of impact...

Comment & Analysis results for Archive

Company Profiles
11 January 2023

The Mauritius-Dubai Connection Holds Big Potential – MCB

We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....

Investment Strategies
10 January 2023

Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains

LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...

Legal
4 January 2023

The Power Of Nuptial Agreements In English Courts

As the authors of this article explain, nuptial agreements are not automatically binding in the...

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...