News, Comment & Analysis results for Archive

People Moves
10 September 2026

Lincoln Private Investment Office Adds To Advisory Board

Two senior figures in the UK wealth and asset management fields have joined the private investment...

New Products
10 September 2026

What’s New In Investments, Funds? – DWS

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

People Moves
9 September 2026

Suntera Global Names New Bahamas Managing Director

The new managing director is based in a location that plays a critical role as part of the firm's...

M and A
9 September 2026

Franklin Templeton Acquires Stoneshield Capital

Stoneshield is a European sector-specialist real assets manager with $9 billion under management. ...

Statistics
9 September 2026

Abu Dhabi’s IFC Reports H1 2026 Surge In Total AuM, Mirrors Dubai’s Growth

The international financial centre has reported active licences approaching 14,000 and a workforce...

People Moves
9 September 2026

St James’s Place Names New CEO, Investments

St James’s Place makes senior hire, leading St James’s Place’s Investment Directorate, with...

People Moves
9 September 2026

Brooks Macdonald Names New Chief Risk Officer

Brooks Macdonald makes senior hire. ...

People Moves
9 September 2026

Who’s Moving Where In Wealth Management? – Evelyn Partners, Raymond James, Others

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

Family Office
9 September 2026

Stonegate Capital Launches AI-First Family Office In Dubai

An established UK family creates a global platform combining institutional expertise, AI-Native...

People Moves
9 September 2026

M&G Names New Private Markets Global Head Of Impact

The firm said that this appointment would help the business to accelerate product innovation,...

Comment & Analysis results for Archive

ESG
3 December 2025

EXCLUSIVE: The Positive Side Of COP30 – Edmond De Rothschild AM, Gresham House

After the 30th United Nations Climate Change Conference (COP30) in Belém, Brazil, which took place...

Investment Strategies
11 November 2025

How Family Offices Should Address Private Markets When Valuations Are "Stretched"

Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that...

Practice Strategies
7 October 2025

Analysis: Business Executives' Personal Safety Under Spotlight

At a time of heightened concerns about physical threats to executives and those in leadership...

Investment Strategies
3 October 2025

Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why

Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries...

Investment Strategies
26 September 2025

Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility

Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...

Wealth Strategies
22 September 2025

Changing Asset Allocation Frontiers - An Overview

We take a dive into different approaches to how asset allocation should be handled, examine various...

Compliance
19 September 2025

From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance

This news service discusses establishing sources of wealth, the challenge of cryptos in a market...

Strategy
1 September 2025

Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat

A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...

Wealth Strategies
31 July 2025

Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB

As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this...