News, Comment & Analysis results for Archive

People Moves
8 May 2026

Who’s Moving Where In Wealth Management? – Titanbay, W1M, Janus Henderson

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

ESG
7 May 2026

The ESG Phenomenon – Quilter Cheviot

The latest developments in the ESG space. ...

Investment Strategies
7 May 2026

Apricus Remains Neutral On Equities, Holds Cash; Sees "Dip-Buying" Behaviour

The wealth management firm has set out its asset allocation positions, arguing that investors...

Alt Investments
7 May 2026

Wealth Club Boosts Private Markets Platform

Wealth Club, a UK non-advised investment service for high net worth individuals, has announced a...

Art
7 May 2026

Art Market Auctions Recovered Late 2025, But Not A "Comeback" – Citi Wealth

Gallery closures and downsizing suggest that the art market faces challenges, even after the...

New Products
7 May 2026

What’s New In Investments, Funds? – Brown Advisory, Walker Crips, BlackRock Aladdin

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

People Moves
7 May 2026

Who's Moving Where In Wealth Management? – M&G, Capital Generation Partners, Others

The latest moves, appointments and other senior personal changes for wealth management in the UK,...

People Moves
6 May 2026

Julius Baer Names Interim India Country Head

Sumaya will continue to serve in his role as head of global Non-Resident Indians. A number of banks...

People Moves
6 May 2026

Who’s Moving Where In Wealth Management? – Pictet, Universal Investment Group, Muzinich & Co, Others

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

Investment Strategies
6 May 2026

Bank J Safra Sarasin Upbeat On Emerging Market Equities, Driven By Tech

Swiss private bank Bank J Safra Sarasin shares its insights on the macroeconomic outlook and asset...

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...