News, Comment & Analysis results for Archive
Edwin Coe Appoints Five New Partners
Together, the new partners will strengthen Edwin Coe’s ability to advise across the...
Lincoln Private Investment Office Adds To Advisory Board
Two senior figures in the UK wealth and asset management fields have joined the private investment...
What’s New In Investments, Funds? – DWS
The latest news in investment offerings, financial products and other services relevant to wealth...
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...
Franklin Templeton Acquires Stoneshield Capital
Stoneshield is a European sector-specialist real assets manager with $9 billion under management. ...
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...
St James’s Place Names New CEO, Investments
St James’s Place makes senior hire, leading St James’s Place’s Investment Directorate, with...
Brooks Macdonald Names New Chief Risk Officer
Brooks Macdonald makes senior hire. ...
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,...
Stonegate Capital Launches AI-First Family Office In Dubai
An established UK family creates a global platform combining institutional expertise, AI-Native...
Comment & Analysis results for Archive
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
The Soaring Trend Of AI "Co-Pilots" In Wealth Management
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...
A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell
A City financial trading background, added to a disciplined investment mindset, appears to be...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2
We publish the second part of this analysis which examines the implications of the US presidential...
US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1
The first in a two-part detailed analysis about what the financial markets could do in the next...
In Troubled Times, What's The Investment Case For Fine Alcohol?
Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...