News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – Apex, Charles Russell Speechlys, PIMFA
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Edmond de Rothschild Marks 40th Anniversary In Monaco With New Office
The private bank said the client experience in the new office reflects the standards of a luxury...
Bank of Singapore Adds To Dubai Team
The private bank has added figures from Indosuez and Citibank as part of its Dubai build-out. ...
UK’s Penningtons Manches Cooper Launches Singapore Private Wealth Practice
The firm has made its first major foray outside the UK with an office in the Asian city. ...
What’s New In Investments, Funds? – Columbia Threadneedle Investments, Aubrey Capital Management
The latest news in investment offerings, financial products and other services relevant to wealth...
Barclays Private Bank Makes Return With Singapore Booking Centre
Barclays is returning to a booking centre model in Singapore - a shift that takes the...
Brooks Macdonald FUMA Up In 2026
UK wealth manager Brooks Macdonald has announced positive financial results for the 12 months to 30...
GRT Capital Management Targets Middle East Growth
In line with a number of firms that have been increasing their presence in Dubai and neighbouring...
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. ...
Barclays Private Bank Launches Singapore Booking Centre
The new centre combines local booking capabilities in Singapore with connectivity to Barclays’...
Comment & Analysis results for Archive
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...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
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...
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...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
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...
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...
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,...