News, Comment & Analysis results for Archive

Alt Investments
13 May 2026

Partners Group Enters Bank Of East Asia Distribution Pact

The partnership will give BEA's wealth management and HNW clients access to a selection of Partners...

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...

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...