News, Comment & Analysis results for Archive

Investment Strategies
23 June 2026

UK Political Drama Adds To Wealth Managers' Worries

The shifting fortunes of UK politics sees the departure of yet another Prime Minister. Just as...

M and A
23 June 2026

Deals Of The Day: The Latest In Wealth Management M&A – Queensgate Investments

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

New Products
23 June 2026

What’s New In Investments, Funds? – Zennor AM, Spiro, NewTrails Capital, Magellan

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

People Moves
22 June 2026

European "Supermanco" Carne Names President

The private equity firm Permira recently took a minority stake in Carne, a business founded 21...

Fund Management
22 June 2026

Insiders’ Guide To How Morningstar Analysts Evaluate Fund Managers

Our US correspondent examines what industry figures think is the best way to judge the skills and...

Wealth Strategies
22 June 2026

Standard Chartered Still Anticipating Global Economic "Soft Landing"

The second half of 2026 might bring about some "pivot" points that investors will have to navigate...

New Products
22 June 2026

What’s New In Investments, Funds? – Defiance

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

Technology
22 June 2026

Avaloq Enters Tech Pact With Four Swiss Banks

Avaloq said the project will serve as a "blueprint" for stronger collaboration among Switzerland's...

Asset Management
22 June 2026

Expertise And Reliability At Premium In Turbulent Times – AIWM (Singapore)

We carry this report of comments made at the recent AIWM (Singapore) conference in Singapore by...

Investment Strategies
19 June 2026

Busy Week For Central Banks' Decisions – Wealth Managers' Reactions

After the Bank of Japan hiked interest rates this week, while the Bank of England, the US Federal...

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...