News, Comment & Analysis results for Archive

People Moves
17 June 2026

IQ-EQ Targets Middle East, Makes Senior Hire

In line with a number of firms that have been expanding their presence in the Middle East, IQ-EQ...

M and A
17 June 2026

Fenchurch Advisory Partners Expands US Presence With Acquisition

The combined firm, with over 110 investment bankers serving the financial services sector, has...

People Moves
17 June 2026

UBS Appoints Market Team Head For Australian Wealth Business

The new appointee has been in the financial services sector for more than 30 years. ...

Family Office
17 June 2026

PG3 Family Office Of Switzerland's Partners Group Founders Is Not Being Split

This news service understands that, contrary to a recent media report, the family office of...

People Moves
17 June 2026

Mishcon De Reya Continues Gulf Region Build-Out

The appointments come shortly after the international law firm announced the official opening of...

Fund Management
16 June 2026

J Stern & Co Highlights Tech, AI Opportunities

Christopher Rossbach, CIO at J Stern & Co, discusses investment opportunities in artificial...

Investment Strategies
16 June 2026

Elevated El Niño Raises Food Inflation Risks – Schroders

After the US weather agency and the World Meteorological Organisation declared elevated El Niño...

Technology
16 June 2026

Digital Digest: The Latest Tech News – ING Belgium, Abbove

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

Compliance
16 June 2026

Singapore Starts Revised Single-Family Office Framework

A new framework governing how SFOs are created and run kicked in at the start of this week. ...

Investment Strategies
16 June 2026

Wealth Managers React After US And Iran End Conflict

After the US and Iran agreed on a framework to end the conflict on Sunday evening, causing a drop...

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,...