News, Comment & Analysis results for Archive

People Moves
2 April 2025

Stonehage Fleming Names New Head Of Jersey Family Office

Jersey-headquartered Stonehage Fleming, an independently owned multi-family office, makes senior...

People Moves
2 April 2025

Azura Appoints Former Monaco Government Figure; Continues Growth

Formed in 2019, the wealth management firm, focusing on UHNW clients, has expanded to attain almost...

Asset Management
2 April 2025

What's New In Investments, Funds? – King Street, Lumyna, S64, Macquarie AM

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

Strategy
2 April 2025

UK-Based Lombard Lender Eyes Strong Growth

Following last week's seed round, and reflecting on a number of moves, the CEO of Lombard lending...

Technology
1 April 2025

Self-Service And AI Are Redefining Wealth Management – WealthTech Radar 2025

First published in 2023, the WealthTech Radar, which is released annually in cooperation with...

People Moves
1 April 2025

Who's Moving Where In Wealth Management? – Legatum, GAM, Gramercy

The latest moves, appointments and personnel changes in the UK, Europe, Middle East and select...

Surveys
1 April 2025

As Life Expectancy Rises, People Are Not Ready – Fidelity International

Fidelity International has just released a study on future investment trends – conducted between...

People Moves
1 April 2025

Aberdeen Investments Names New Chief Client Officer

The new hire is succeeding Xavier Meyer, following Meyer's recent promotion to CEO at Aberdeen...

M and A
1 April 2025

Deals Of The Day: The Latest In Wealth Management M&A – Quanta Group, Evelyn Partners

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

New Office
1 April 2025

Canaccord Wealth Targets Newcastle

UK wealth manager Canaccord Wealth has opened a new office, highlighting how UK and international...

Comment & Analysis results for Archive

Strategy
20 May 2022

EDITORIAL COMMENT: A High Net Worth Status Ain't What It Used To Be

Inflation is eroding the value of money at a rapid clip, and that means the old minimum sums...

Islamic Banking
13 May 2022

Going Green Can Carry Costs, Warns Advisor On Islamic, Other Finance

Those who are attracted to "Green" investing may also be interested in Shariah finance. A firm...

Real Estate
11 May 2022

New UK Heat Regulations And Property – What Family Offices Should Know

A new set of rules in the UK, taking force from the start of September, is designed to improve...

Client Affairs
10 May 2022

"No Fault Divorce" – Only A Tick Box Away From Separation

A change in law affecting England and Wales came into force from early April, changing the...

Compliance
9 May 2022

A Walk Around The World's Regulatory Landscape

This news service speaks to BNY Mellon Pershing, a business with considerable interplay with...

Wealth Strategies
4 May 2022

Behavioural Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...

Practice Strategies
3 May 2022

The Perfect "Sandbox" – How Avaloq Innovates In The Cloud

We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the...

Family Office
3 May 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices by Highworth Research's database – working with...

WM Market Reports
28 April 2022

New Report On How Bahamas Pushes Forward As IFC

This is a mini-series on The Bahamas Financial Services Industry. ...

Investment Strategies
20 April 2022

Steering A Careful Course Around Credit Amid Volatile Times

We talk about rising rates, hot inflation, Russia and much else with a senior figure at an asset...