News, Comment & Analysis results for Archive

Asset Management
9 June 2026

What's New In Investments, Funds? – Pictet

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

People Moves
9 June 2026

BNP Paribas WM Names Ex-UBS Man For Taiwan Senior Role

The new joiner has worked in the financial services sector, including wealth management, for more...

New Office
8 June 2026

Amova AM Sets Up Dublin Office, Secures Authorisation

The business in Ireland is the firm's hub for the European Union market. ...

Technology
8 June 2026

Digital Digest: The Latest Tech News – Custodia, Sentinel

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

New Products
8 June 2026

EXCLUSIVE: Mirova To Launch Two Agri-Focused, Energy-Transition Funds

With surging oil and fertiliser prices since the blockade of the Strait of Hormuz, Paris-based...

Trust Estate
8 June 2026

Asia's WRISE Creates Flagship Trust Service In Hong Kong

The wealth management firm argues that traditional trust services are overly complicated,...

New Products
8 June 2026

What’s New In Investments, Funds? – RBC BlueBay Asset Management

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

People Moves
8 June 2026

Who’s Moving Where In Wealth Management? – Weatherbys, Coutts, Suntera, DFSA

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

People Moves
5 June 2026

Who’s Moving Where In Wealth Management? – JTC, Ogier Global

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

Surveys
5 June 2026

Alpine Holiday Homes Up 4 Per Cent In 2025 – UBS GWM

This week, UBS Global Wealth Management’s chief investment office published its European "UBS...

Comment & Analysis results for Archive

Client Affairs
12 March 2025

Wealth Asset Allocators: We Need To Talk About Defence

With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...