News, Comment & Analysis results for Archive

People Moves
2 September 2026

Fortress Names New Heads Of Private Wealth Solutions For Japan, EMEA

The appointments mark the start of the international expansion of Fortress Investment Group's...

People Moves
2 September 2026

Deutsche Bank Makes Senior Hires

The two hires will bolster the bank’s ability to originate, grow and prudently manage the FIM...

Strategy
2 September 2026

AlTi Global Sale Could Hinge On “Highly Consequential” Rights Of Minority Shareholders

We examine the next stage for AITi Global and who may buy this business, as it prepares for a...

People Moves
2 September 2026

Who’s Moving Where In Wealth Management? – Columbia Threadneedle Investments, Fidelity International, Others

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

Alt Investments
2 September 2026

Research Shows Risks Of Widening Retail Access To Private Credit

As policymakers make it easier for retail investors to join the private market party, including...

Client Affairs
1 September 2026

North West Big Role To Play In Growth Strategy – Weatherbys

In line with a number of wealth managers, Weatherbys Private Bank has highlighted its commitment to...

Investment Strategies
1 September 2026

Schroders Warms To Gold, Remains Constructive On Equities

The wealth and investment management house updates its tactical asset allocation positioning. ...

New Office
1 September 2026

EFG International Expands Swiss Footprint, Opens Berne Office

The bank, which is listed in Zurich and operates in multiple jurisdictions, has opened a new office...

Statistics
1 September 2026

Swiss Banking Sector Posts Record Net Income, AuM In 2025

The organisation’s annual measure of sector performance gave a generally ebullient mood. Swiss...

People Moves
1 September 2026

BNP Paribas AM Names New CIOs

The firm said that these appointments will allow it to "better position" its global platform for...

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,...