News, Comment & Analysis results for Archive

New Products
11 February 2026

What’s New In Investments, Funds? – Deutsche Bank, DWS, Others

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

People Moves
11 February 2026

C-Suite Reshuffle As Standard Chartered CFO Leaves For Apollo

The departing group chief financial officer joined the bank in January 2024. An interim CFO has...

Financial Results
11 February 2026

Barclays' Wealth, Private Bank Profit Slips In 2025; Group Earnings Gain

Although Barclays missed out in a reported bidding battle for Evelyn Partners, overall group...

M and A
10 February 2026

ANALYSIS: NatWest Scales Up Wealth Ambitions

We talk to experts in the wealth and private banking sector about what they see as the rationale...

Investment Strategies
10 February 2026

Japanese Equities Jump After Snap Election – Reactions

After Japan’s Prime Minster Sanae Takaichi won a landslide victory in a snap election over the...

People Moves
10 February 2026

Who's Moving Where In Wealth Management? – Finserve, Welrex, Ogier, Others

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

Financial Results
10 February 2026

Pre-Tax H1 2025 Profit Dips At DBS; Wealth Fees Rise

Among the details of its results, the Singapore-headquartered group said it wealth management fees...

M and A
10 February 2026

Deals Of The Day: The Latest In Wealth Management M&A – Söderberg & Partners, Artorius Wealth Management

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

People Moves
10 February 2026

Summary Of Global Executive Wealth Sector Moves – December 2025

A round-up of all the moves, appointments, personnel changes and adjustments in the final month of...

M and A
9 February 2026

NatWest Acquires UK's Evelyn Partners In £2.7 Billion Deal

Since late last year, there's been speculation that the UK wealth management firm, created out of...

Comment & Analysis results for Archive

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...

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...

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...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...