News, Comment & Analysis results for Archive

New Office
7 September 2026

GRT Capital Management Targets Middle East Growth

In line with a number of firms that have been increasing their presence in Dubai and neighbouring...

M and A
7 September 2026

Deals Of The Day: The Latest In Wealth Management M&A – Lync Wealth Management

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

New Products
4 September 2026

Barclays Private Bank Launches Singapore Booking Centre

The new centre combines local booking capabilities in Singapore with connectivity to Barclays’...

Financial Results
4 September 2026

Saxo Bank Profits Soar In H1 2026

Copenhagen-headquartered Saxo Bank has announced record financial results for the first half of...

Investment Strategies
4 September 2026

Benefits Of AI Boom For East Asia Outlined – Bank J Safra Sarasin

Mali Chivakul at Bank J Safra Sarasin shares his insights into how East Asian countries in the AI...

Surveys
4 September 2026

Investors Believe AI Breakthrough Close – Survey

New research from London-based fund manager Robocap shows that investors believe increased...

New Products
4 September 2026

What’s New In Investments, Funds? – Schroders, Utmost, Seraphim Space

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

People Moves
4 September 2026

Who’s Moving Where In Wealth Management? – Pacific Asset Management, Citi Wealth

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

Banking Crisis
4 September 2026

Swiss Lawmakers Reportedly Endorse Capital Proposals For UBS

The move by Swiss lawmakers is another stage in the country's efforts to balance protecting its...

New Office
3 September 2026

Carmignac Targets Middle East

In line with a number of firms that have been increasing their presence in Dubai and neighbouring...

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,...