News, Comment & Analysis results for Archive

Asset Management
3 July 2026

What's New In Investments, Funds? – Dubai Financial Services Authority, DIFC

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

People Moves
3 July 2026

Natixis Services India Names New CEO

Paris-headquartered Natixis Corporate & Investment Banking bolsters technology and innovation hub...

People Moves
3 July 2026

HSBC Names New Head Of Trust, Fiduciary Services

The successor to the role of leading the TFS business will relocate to Hong Kong from London. ...

People Moves
3 July 2026

New CEO At Amundi’s Private Markets Arm Named

Paris-based European asset manager Amundi makes senior hire. ...

Compliance
3 July 2026

UK Regulator Proposes Shake-up Of Investment Cost Disclosure Rules

In words dear to journalists' hearts – and investors – the FCA wants to cut complex language...

New Products
3 July 2026

Canaccord Wealth Leans Into US Expat Market In UK

With an increasing number of US expats relocating to the UK, UK wealth manager Canaccord Wealth has...

Surveys
3 July 2026

Allocation To Private Markets To Grow – Wealth Club

Bristol-headquartered Wealth Club, a UK non-advised investment service for high net worth...

M and A
3 July 2026

Deals Of The Day: The Latest In Wealth Management M&A – BlueFive Capital, Al Murjan

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

People Moves
2 July 2026

Who's Moving Where In Wealth Management? – Citi Wealth, St James’s Place

The latest senior wealth management appointments, personnel changes, and moves in the UK, rest of...

M and A
2 July 2026

Deals Of The Day: The Latest In Wealth Management M&A – FactSet, TIFIN.AI

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

Comment & Analysis results for Archive

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...

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...