News, Comment & Analysis results for Archive

People Moves
18 June 2026

Azura Partners Names Bank Sector Veteran As COO

The newly-appointed figure has worked at banks such as CMB, Barclays and HSBC. ...

Client Affairs
18 June 2026

Singapore Bolsters Its Position As Cross-Border Wealth Hub – PwC

Singapore could capture Asia Pacific’s accelerating asset and wealth management opportunity,...

Compliance
18 June 2026

Rathbones, Hit By Client Inflow Halt, Announces Share Buyback

Shares in the wealth management house have been hit hard by the announcement this week that it is...

People Moves
18 June 2026

Suntera Global Names New Global Private Wealth Head

Suntera Global, a Jersey-headquartered, independent provider of fund, corporate, and private wealth...

New Office
18 June 2026

Fasanara Capital Opens Debut US Office, Names Head

New fintech channels – and even questions about traditional fractional reserve banking – have...

People Moves
18 June 2026

Who’s Moving Where In Wealth Management? – Quilter Cheviot

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

New Products
18 June 2026

What’s New In Investments, Funds? – BNP Paribas, M&G

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

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. ...

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...