News, Comment & Analysis results for Archive

Financial Results
20 May 2026

Standard Chartered Brings Forward Wealth, Retail Banking Net New Money Targets

The bank said it is accelerating the timeline of its money inflow targets, and has set out costs...

Financial Results
20 May 2026

Law Firm Boodle Hatfield Says Revenues Almost Break £50 Million Barrier

The results are to some extent a barometer of the private client legal sector more broadly – one...

People Moves
20 May 2026

Amundi Makes Organisational Changes, New Appointments

Paris-based asset manager Amundi makes structural changes to the organisation, and new senior...

Philanthropy
20 May 2026

Children’s Play Charity Harnesses World Cup Football Energy

The global charity for children, which harnesses the power of play to shape lives, is hosting an...

Alt Investments
20 May 2026

Bank J Safra Sarasin, German Asset Manager Target Swiss Private Markets

With private markets expected to grow this year, Swiss private bank J Safra Sarasin and Golding...

People Moves
19 May 2026

Deutsche Bank Private Bank Makes Senior Hires

Deutsche Bank Private Bank has built out its UK team with bankers who have deep expertise advising...

Investment Strategies
19 May 2026

Investors Reposition To Fixed Income For Diversification, Liquidity – Capital Group

A new study by California-headquartered investment manager Capital Group shows that there is a...

New Office
19 May 2026

Banque Internationale à Luxembourg Celebrates New Geneva Office

The new office is in the banking centre of the Swiss city. This publication joined BIL's team for...

People Moves
19 May 2026

Who’s Moving Where In Wealth Management? – Burgess Mee, RBC BlueBbay, Afin Bank

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

Family Office
19 May 2026

New Zealand Mining Tycoon To Build Family Office, Sells Shares – Reports

The controversial mining industry figure has sold shares in his Australia-listed business; he...

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...