News, Comment & Analysis results for Archive

Alt Investments
12 May 2026

Private Credit Funds Generally Deserve Applause, Not Brickbats – Asset Managers

Private credit, a fast-growing sector, has hit turbulence, but it is premature and unjust to claim...

New Office
12 May 2026

State Street Targets Spain

State Street Investment Management has bolstered its commitment to Spain with Madrid office...

Investment Strategies
12 May 2026

Geneva-Based Multi Investment Announces Major Capital Raise

The firm aims to expand its scope into areas including fintech, deep tech, healthcare, blockchain...

Investment Strategies
12 May 2026

St James's Place Shifts Asset Exposures

The UK wealth manager has made a number of changes to handle uncertainty. ...

Strategy
12 May 2026

Huge Valuation Gap Hampers AlTi Global Sale

Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –...

Alt Investments
12 May 2026

The Passion Investments Story Takes New Twist With Pokémon Cards

"Collectables" that can start out as children's toys and hobbies can turn into a multi-billion...

People Moves
12 May 2026

Who's Moving Where In Wealth Management? – Bloomsbury, Allspring, Suntera Global

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

M and A
11 May 2026

Deals Of The Day: The Latest In Wealth Management M&A – Absolute Financial Group

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

Financial Results
11 May 2026

Wealth, Private Banking Contributes Larger Slice Of OCBC's Profit In Q1 2026

A few days after having agreed to buy the Indonesian wealth business of HSBC, OCBC issued its...

Investment Strategies
11 May 2026

Wealth Managers Turn Negative On Dollar; Upbeat On Gold, US, EM Equities

A new report by Amundi expects the US dollar’s depreciation to continue. While Schroders has...

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,...