News, Comment & Analysis results for Archive

Technology
28 May 2026

Digital Digest: The Latest Tech News – Hamilton Lane, Allfunds

The latest technology news in the wealth management sector from around the world. ...

Investment Strategies
28 May 2026

Ninety One Positive On Middle East Investment

The London-headquartered asset management house has set out why it thinks countries in the Gulf...

People Moves
28 May 2026

Who’s Moving Where In Wealth Management? – Bowmore Financial Planning, Vanguard, Others

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

Emerging Markets
27 May 2026

Emerging Market Investment Trusts Outperform

Despite the Iran conflict and soaring energy prices, UK-listed emerging markets investment trusts...

Alt Investments
27 May 2026

Global Private Credit Funds Projected To Grow Sharply – PWC Survey

Despite recent difficulties, PwC’s new Global Private Credit Fund Survey shows that the global...

Offshore
27 May 2026

Hong Kong Set To Overtake Switzerland As Top Cross-Border Wealth Hub – BCG

As has been predicted for some time, the Asian city has matched and is expected to pull ahead of...

New Products
27 May 2026

What’s New In Investments, Funds? – Omnis Investments

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

Client Affairs
26 May 2026

Investec Updates Private Client Growth Strategy

The firm's strategy is designed to scale the private client franchise through a high-touch,...

Financial Results
26 May 2026

EFG Net Profit, AuM Up Q1 2026

Zurich-headquartered private banking group EFG International reports positive financial results for...

Technology
26 May 2026

Swiss EAMs Look Forward After Regulation, Consolidation

This news service recently spoke to a figure in Switzerland’s independent wealth management...

Comment & Analysis results for Archive

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...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...