News, Comment & Analysis results for Archive

M and A
16 October 2026

Oury Clark Partners With G3 Partners On Transatlantic Market Entry

The UK legal and accounting firm will combine its professional services with G3 Partners’...

People Moves
16 October 2026

Who’s Moving Where In Wealth Management? – Control Risks, Amber River

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

Financial Results
16 October 2026

Citigroup's Wealth Net Income Almost Doubles

Citigroup’s wealth business lifted third-quarter 2026 revenues 15 per cent to $3.3 billion, with...

New Products
16 October 2026

What’s New In Investments, Funds? – Amundi Launches Three ETFs

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

People Moves
15 October 2026

Who’s Moving Where In Wealth Management? – Apex Group

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

Financial Results
15 October 2026

Standard Chartered Opens Bitcoin, Ether Trading To UAE Wealth Clients

The bank has secured approval from Dubai’s Virtual Assets Regulatory Authority to let eligible...

New Products
15 October 2026

What’s New In Investments, Funds? – Franklin Templeton's New ETF, Schroders

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

Investment Strategies
15 October 2026

Ireland's Drive To Take Investment Sector Up A Gear

At the Mediolanum International Funds event in Dublin last week, Robert Troy, the Irish Minister of...

People Moves
14 October 2026

UK's Castlefield Names New CEO

The firm said the new CEO’s appointment forms part of a broader evolution of the senior...

People Moves
14 October 2026

Emissary Partners Hires Ex-CIA Analyst Among Four Senior Advisors

The London-based firm, which advises family offices on cross-border matters, has brought in...

Comment & Analysis results for Archive

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance...

Company Profiles
18 March 2025

An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level

We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In...

Client Affairs
12 March 2025

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...

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

Technology
19 February 2025

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...

Company Profiles
13 February 2025

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...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...