News, Comment & Analysis results for Archive

Technology
5 October 2026

ANALYSIS: Sports Finance Benefits From AI "Moat" – A Look At The Sector

We look at a possibly under-appreciated aspect of sports finance and why wealth management is...

Technology
5 October 2026

Cyber Budgets To Rise As AI Threats Grow – PwC Survey

The firm's Survey of 71 countries found that 84 per cent of respondents expect cyber spending to...

Strategy
2 October 2026

Hawksford Folds Luxembourg Businesses Into Single Group

The global corporate and fund services provider has combined United Luxembourg, Equiom Luxembourg...

UHNW Institute
2 October 2026

The UHNW Institute's "Table Stakes" Framework Explained

This news service met with the UHNW Institute recently to discuss how an important new framework...

Strategy
2 October 2026

BNP Paribas Expands With Nordic Region Wealth Business

The Paris-headquartered bank cited data showing that a growing number of ultra-HNW individuals are...

M and A
2 October 2026

Nuveen Completes Schroders Purchase

Over the next 12 to 18 months, Schroders will continue to operate separately within Nuveen, the...

People Moves
2 October 2026

Who’s Moving Where In Wealth Management? – RBC BlueBay AM, Lincoln International

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

Investment Strategies
2 October 2026

EXCLUSIVE: Carmignac Positive On Tech-Driven Emerging Markets

This news service visited wealth managers in Paris last week to discuss their wealth and asset...

Statistics
2 October 2026

Global IPO Proceeds Hit Record, Listing Numbers Drop – EY

Initial public offerings are important liquidity events that wealth managers track. Latest figures...

Surveys
2 October 2026

Europeans Don’t Explain Private Market Offerings Clearly; Swiss Banks Outperform

A study of 30 UK and other European wealth managers and private banks finds that most have built...

Comment & Analysis results for Archive

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. ...

Investment Strategies
18 November 2024

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...

Investment Strategies
14 November 2024

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...

Alt Investments
4 November 2024

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,...