News, Comment & Analysis results for Archive

M and A
12 June 2026

Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Progeny

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

People Moves
12 June 2026

Who’s Moving Where In Wealth Management? – Quilter, Heligan Group, Pillsbury

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

Compliance
12 June 2026

ECB Curbed Fast-Growing Revolut's Product Launches In 2025

European bank regulators have restricted Revolut's new product launches for the EEA region. This...

Awards
12 June 2026

Celebrating Leadership, Purpose And Innovation Across Global Wealth Management Sector

Congratulations to all our worthy winners in this important awards series. ...

Legal
11 June 2026

The New Civil Law In The UAE: An Outline

The UAE has recently adopted a new civil transactions law which has introduced some significant...

People Moves
11 June 2026

Bank Of Singapore Names New Private Banking Head For Middle East, South Asia And International

A new head has been appointed for the private bank's operations in the Middle East, South Asia and...

People Moves
11 June 2026

Who’s Moving Where In Wealth Management? – Coutts, Carmignac, Cazenove Capital

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

People Moves
11 June 2026

SEI Makes Raft Of Top-Level Appointments

The group, which serves sectors including family offices, private banks and wealth advisors, has...

New Products
11 June 2026

HSBC Private Bank Rolls Out "Access" Proposition For UHNW, Family Office Clients

The bank said the initial launch for the offering is in Hong Kong, with other markets to come in...

New Products
11 June 2026

Brown Shipley Enhances Institutional Offering

Among the details, Quintet flagged recruitment plans and a substantial rise in assets and overall...

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...