News, Comment & Analysis results for Archive

Philanthropy
15 December 2025

OPINION OF THE WEEK: Charities Must Sharpen Up Governance Or Suffer Damage

A recent report in the UK makes for uncomfortable reading about governance standards and related...

Investment Strategies
15 December 2025

As Rates, Policies Diverge, Asset Allocators Must Adapt – Brown Shipley

Around the world, the path of interest rates and therefore bond markets is not a uniform one....

Investment Strategies
15 December 2025

Edmond de Rothschild AM Prefers European Small Caps, EM Debt

Edmond de Rothschild Asset Management presented its investment outlook for 2026 at a media event...

Investment Strategies
15 December 2025

Allspring Positive On US Small-Mid Caps, Emerging Markets In 2026

US-headquartered asset manager Allspring released its 2026 outlook this week, sharing its insights...

Investment Strategies
12 December 2025

Nedgroup Sings Cautious Optimist Tune On UK Gilts

While much depends on whether UK public finances really are stabilised after another tax-raising UK...

M and A
12 December 2025

Singapore-Headquartered Ascentium Acquires Hong Kong Business

Ascentium said the deal builds on recent acquisitions. Financial terms were not disclosed. ...

New Office
12 December 2025

iCapital Rides UAE's Rising Wealth Wave

With this new office, the firm will be able to deliver innovative private market solutions to...

M and A
12 December 2025

Deals Of The Day: The Latest In Wealth Management M&A – Amati Global Investors, Mattioli Woods

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

Investment Strategies
12 December 2025

Indosuez WM Favours US, Emerging Market Equities, Gold In 2026

Grégory Steiner at Paris-based Indosuez Wealth Management shares his insights on asset allocation...

People Moves
12 December 2025

Who’s Moving Where In Wealth Management? – Fidelity International

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

Comment & Analysis results for Archive

Offshore
31 July 2024

The Bahamas' Push For Climate Justice, Tapping Digital Assets Growth Story

The Caribbean jurisdiction has been through its fair share of challenges. Today, the international...

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...

Company Profiles
16 July 2024

Guiding Advisors From Start To Finish – The View From Benchmark Capital

Part of Schroders, Benchmark Capital explains how it works with IFAs and other wealth...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...

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...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

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...