News, Comment & Analysis results for Archive

People Moves
29 July 2026

Ardian Makes Raft Of Executive Appointments

The moves include changes at the top of Ardian’s French business. The global group is...

People Moves
29 July 2026

Who’s Moving Where In Wealth Management? – Trimontium, Citi Investment Management

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

Technology
29 July 2026

EXCLUSIVE: How Does New York Data Centre Ban Shift AI Odds?

As this news service shows in interviews with wealth managers, they see AI as a driving force for...

Financial Results
28 July 2026

Attributable Profit Slips At Barclays' Private Bank, Wealth Arm In H1 2026

The UK-listed banking group reported a mixed set of figures in the private banking and wealth...

People Moves
28 July 2026

Who’s Moving Where In Wealth Management? – Natixis IM, Womble Bond Dickinson, Others

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

People Moves
28 July 2026

State Street Names New MD, Head Of Direct Retail, Digital Wealth International

The firm said that the new head’s experience in building partnerships with some of Europe’s...

People Moves
28 July 2026

SuMi TRUST AM Appoints London Office Leader

There is a change at the top of the London office for the Japanese investment business. ...

M and A
28 July 2026

J Stern & Co Combines Swiss Operations With Geneva Asset Manager In Merger Deal

The merger is also an example of the kind of industry consolidation taking place in Switzerland,...

Alt Investments
28 July 2026

Goldman Sachs Expands Alternative Investment Offerings

The US firm has formed a group that is building on existing capabilities in areas such as private...

M and A
28 July 2026

Wealthtech In Talks To Acquire Capital Markets Software Firm From BNP Paribas, Natixis

Objectway has entered exclusive negotiations to acquire BNP Paribas and Natixis's stakes in SLIB, a...

Comment & Analysis results for Archive

New Office
8 October 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...

Investment Strategies
1 August 2024

Stonehage Fleming Leans Into Tech, Healthcare

A desire for delivering above-average organic growth, and firms that have a strong culture and...

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...

Offshore
31 July 2024

The Bahamas' Push For Climate Justice, Tapping Digital Assets Growth Story

The Caribbean jurisdiction has been through its fair share of challenges. Today, the international...

Company Profiles
16 July 2024

Guiding Advisors From Start To Finish – The View From Benchmark Capital

Part of Schroders, Benchmark Capital explains how it works with IFAs and other wealth...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...

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...