News, Comment & Analysis results for Archive

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...

Alt Investments
10 June 2026

Time To Show Some Love For Macro Hedge Funds – BH Macro

Performance hasn't always been easy and the gyrations of financial markets, such as the Gulf dramas...

Strategy
10 June 2026

Swiss Private Bank Partners With NSN Cycling Team

The partnership between the bank and the sports team highlights high performance, long-term...

Strategy
10 June 2026

Bank Of Singapore Confirms Measure To Protect Clients When RMs Depart 

The lender, which caters to HNW and UHNW clients, confirmed to this publication that it is acting...

People Moves
10 June 2026

Quilter Cheviot Changes C-Suite In International Business

The new chief executive of Europe and international markets, who will be taking on strategic...

Strategy
10 June 2026

IPO Buzz Puts Listed Equities Back In Spotlight, But Private Market Trend Intact – Deutsche Börse

We talk to a senior figure at one of Europe's main stock exchange operators and providers of the...

Investment Strategies
10 June 2026

If Oil Inventories Shrink: A Reckoning In The Making

Whatever happens as a result of the developments in the Gulf region of the Middle East, investors...

People Moves
9 June 2026

Asia's Lioner Pushes Into Swiss Market

Established in Hong Kong in 2021, the group has set up its first non-Asia base. ...

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...