News, Comment & Analysis results for Archive

Strategy
20 July 2026

OPINION OF THE WEEK: Millennial, Gen X, Boomer: These Terms Say Little About Your Client

It is time to retire generational labels of clients, particularly in public commentaries from the...

M and A
20 July 2026

Temenos Wraps Up Fintech Purchase, Boosts Wealth Sector Ambitions

Temenos said the acquisition in a cash and equity deal adds to its wealth franchise ambitions. ...

Technology
20 July 2026

AMINA Bank Says It Scores First With Crypto Payments Integration

The digital assets bank – founded in 2019 – says it has achieved an important first in the...

ESG
20 July 2026

The Sustainability Phenomenon: KBI Global Investors

The latest developments in the sustainability space. ...

White Papers
17 July 2026

Managing Family Offices' AI Risk – White Paper

This paper from a law firm points out that family offices operate in a highly sensitive...

People Moves
17 July 2026

Bentley Reid’s Malta Subsidiary Names New Chief Executive

There’s change at the top of the Malta-based wealth management organisation.  ...

New Products
17 July 2026

Arbuthnot Latham Launches New US Expat Service

With an increasing number of US expats relocating to the UK, London-based private and commercial...

Financial Results
17 July 2026

Goldman Sachs' Asset, Wealth Revenues In Q2 2026 Rise 20 Per Cent Vs Year Ago 

While private banking fee revenues were hit by lower net interest margins, overall wealth and asset...

Surveys
17 July 2026

AI To Drive Market Performance In H2 2026 – Natixis Survey

Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets...

People Moves
17 July 2026

SEB Names New Country Manager Of Finland, New Head Of Baltic Division

Between them, the two senior hires have 45 years’ experience within the firm with solid track...

Comment & Analysis results for Archive

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...

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,...