News, Comment & Analysis results for Archive

WM Market Reports
12 January 2026

EXCLUSIVE: BWC Benchmarking Study Gives Data "Treasure Trove" On UK Wealth Industry

A new report on the UK private banking, wealth management and brokerage sector gives unrivalled...

Wealth Strategies
9 January 2026

OPINION OF THE WEEK: What Asset Allocators Have On Their Plate This Year

The editor takes a brief look at the sort of considerations in play for wealth managers seeking to...

Investment Strategies
9 January 2026

Investors "Too Optimistic" On Future Earnings Growth – Bank J Safra Sarasin

When looking for equities, investors must consider whether AI is going to boost growth sufficiently...

People Moves
9 January 2026

Who’s Moving Where In Wealth Management? – Tyndall, Allspring, 7IM, Wealth Club, Others

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

Philanthropy
9 January 2026

UK Donor-Advised Fund Makes First Major Grant, Highlights DAF Sector's Growth

The grant from the donor-advised fund in the UK is an example of how the DAF model continues to...

Emerging Markets
8 January 2026

Saudi Arabia's Rule Relaxation Booster For Stocks, Not A "Game Changer" – Fund Manager

The fund management house noted that the change comes as the Middle East nation cultivates a number...

Surveys
8 January 2026

UK Financial Advisors Bracing For Increased Market Volatility In 2026 – Survey

New research from Wesleyan, a Birmingham-headquartered mutual, was released this week, revealing...

People Moves
8 January 2026

Switzerland's Maerki Baumann Names New CIO

The new CIO, who has been with the firm since 2018, has played a key role in shaping the private...

Investment Strategies
8 January 2026

It's A Lot Easier To Advocate Gold Than Before – Industry Veteran

Written off decades ago as a "barbarous relic," a mix of geopolitics, changing financial conditions...

Alt Investments
8 January 2026

Private Markets Keeping Up Momentum Into 2026 – Aberdeen Investments

Aberdeen Investments has released its "Private Markets House View," showing that private markets...

Comment & Analysis results for Archive

Investment Strategies
1 August 2024

Stonehage Fleming Leans Into Tech, Healthcare

A desire for delivering above-average organic growth, and firms that have a strong culture and...

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,...