News, Comment & Analysis results for Archive

Financial Results
14 May 2026

UK's Weatherbys Reports Slight 2025 Rise In Operating Income

As part of its 2025 results statement, the venerable UK banking group said it reported a record Net...

M and A
14 May 2026

French Wealth Manager Groupe Allen Targets UK

The move into the UK market aims to strengthen cross-border Franco-UK wealth and tax support which...

M and A
14 May 2026

Deals Of The Day: The Latest In Wealth Management M&A – Alpha Financial Markets Consulting, Elgin White

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

Financial Results
14 May 2026

ABN AMRO's First-Quarter 2026 Net Profit Rises

Among the details on the wealth management side, the Dutch bank said it was on track with its...

People Moves
14 May 2026

Aztec Group Names New CEO

The new CEO brings deep commercial and technology expertise, a track record of leading complex...

People Moves
14 May 2026

LGT Names New Thailand Wealth Business Chief Executive

The appointment also speaks to how Thailand's profile as a wealth management jurisdiction has risen...

People Moves
13 May 2026

Who’s Moving Where In Wealth Management? – Foster Denovo, Peel Hunt, Others

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

People Moves
13 May 2026

Carmignac Boosts Investment Team With Four Hires

These appointments will enhance the firm's research capabilities, helping it to identify long-term...

WM Market Reports
13 May 2026

UBS Survey Lifts Lid On How Families Prepare For Inheritance, Change

With a multi-trillion-dollar wealth transfer under way, preparing upcoming generations for the...

Client Affairs
13 May 2026

Wealth Managers Fret As UK Prime Minister Clings To Office

Wealth managers discuss the investment impact of the potential resignation of UK Prime Minister Sir...

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...