News, Comment & Analysis results for Archive

Investment Strategies
12 September 2025

US Investors Warm To Chinese Equities – Morgan Stanley

In a note from its conversations with major investment firms on both sides of the country, the US...

Compliance
12 September 2025

Compliance Corner: B2BPRIME Group, DFSA

The latest compliance news: regulatory developments, punishments, guidance, listpermissions and new...

People Moves
12 September 2025

Who’s Moving Where In Wealth Management? – GIB Asset Management, Crestbridge FOS, KKR

The latest moves, appointments and personnel changes in wealth management for the UK, rest of...

Surveys
11 September 2025

Gulf Region's Wealthy Individuals Fall Short On Succession Action – Lombard Odier

HNW individuals in the Gulf region "talk the talk" about preparing for succession but too few "walk...

Technology
11 September 2025

Digital Digest: The Latest Tech News – SimCorp, Axyon AI

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

People Moves
11 September 2025

Barclays Makes Senior Private Bank, Wealth Arm Appointments

The bank believes that the experience and vision of the new hires will help it deliver...

M and A
11 September 2025

Deals Of The Day: The Latest In Wealth Management M&A – Lincoln International, MarshBerry

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

Asset Management
11 September 2025

What's New In Investments, Funds? – Stonehage Fleming, Blackstone, Hargreaves Lansdown, Others

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

Surveys
11 September 2025

Norway Gains Top Spot In Natixis IM Global Retirement Index: Singapore Rises

Paris-headquartered Natixis Investment Managers discusses results from its latest 2025 Global...

Investment Strategies
10 September 2025

Wealth Managers React As French PM Loses Confidence Vote

After France’s Prime Minister François Bayrou lost a confidence vote on 8 September, leaving...

Comment & Analysis results for Archive

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using...