News, Comment & Analysis results for Archive

People Moves
12 January 2026

Who’s Moving Where In Wealth Management? – Sucden Financial

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

Financial Results
12 January 2026

7IM Secures Record Net Sales In Q3 2025

London and Edinburgh-headquartered tech-driven wealth and investment management firm 7IM has...

Alt Investments
12 January 2026

Hedge Funds Earn Strongest Calendar Year Returns Since 2009

With their traditionally high fees, hedge funds haven't always lived up to their marketing hype....

Tax
12 January 2026

UK Inheritance Tax Squeeze Accelerates Business Transfers

The survey adds to a picture of UK business owners changing their behaviour – in some cases even...

Investment Strategies
12 January 2026

Chinese, US Consumers Critical To The Luxury Goods Sector In 2026 – Berenberg

German-headquartered investment bank and boutique asset manager Berenberg has published its 2026...

WM Market Reports
12 January 2026

EXCLUSIVE: BWC Benchmarking Study Gives Data "Treasure Trove" On UK Wealth Industry

A new report on the UK private banking, wealth management and brokerage sector gives unrivalled...

Wealth Strategies
9 January 2026

OPINION OF THE WEEK: What Asset Allocators Have On Their Plate This Year

The editor takes a brief look at the sort of considerations in play for wealth managers seeking to...

Investment Strategies
9 January 2026

Investors "Too Optimistic" On Future Earnings Growth – Bank J Safra Sarasin

When looking for equities, investors must consider whether AI is going to boost growth sufficiently...

People Moves
9 January 2026

Who’s Moving Where In Wealth Management? – Tyndall, Allspring, 7IM, Wealth Club, Others

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

Philanthropy
9 January 2026

UK Donor-Advised Fund Makes First Major Grant, Highlights DAF Sector's Growth

The grant from the donor-advised fund in the UK is an example of how the DAF model continues to...

Comment & Analysis results for Archive

Company Profiles
29 January 2024

Fast-Moving GSB Flags Big Ambitions

We talk to a wealth management firm, based in Dubai, which is expanding into markets including the...

Philanthropy
26 January 2024

Taking Risks Out Of Philanthropy

We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes...

Company Profiles
23 January 2024

Legatum Eyes New Frontiers For Impact, Entrepreneurship

Philanthropy and impact aren't "nice-to-haves" for this firm but the main event – in fact the...

Alt Investments
23 January 2024

Japan's VC Sector Gathers Momentum

While Silicon Valley has hogged much of the limelight in VC, Japan's much smaller sector hasn't...

Company Profiles
19 January 2024

Milltrust Pivots Towards MFO Opportunities As Singapore's Wealth Swells

We talk to the firm about why it created the multi-family office, the case for the move in the...

Strategy
15 January 2024

IQ-EQ Taps Into Gulf Region's Wealth Bonanza

Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this...

Company Profiles
12 January 2024

EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent

We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of...

White Papers
11 January 2024

The Bahamas: A Complete And Compelling Choice – White Paper

This news service is delighted to unveil the full edition of the Bahamas-focused publication that...

Wealth Strategies
19 December 2023

Deglobalisation, Volatility And Family Office Time Horizons – A Conversation With Dambisa Moyo

This news service talks to a prominent female economics writer and thought leader who was also made...

Compliance
15 December 2023

Handling HNW Clients' Data Via Tokenization – An Overview

Banks and other players in the wealth management space transfer data across borders – a fact...