News, Comment & Analysis results for Archive

Technology
17 December 2025

Citigroup, LSEG Forge Multi-Year Pact

The financial data and infrastructure group will support workflows across Citigroup, including...

People Moves
17 December 2025

Luxembourg’s Quintet Names New Group CEO

The firm said that the new CEO, who has proven his ability to design and successfully implement...

People Moves
17 December 2025

Who’s Moving Where In Wealth Management? – Arbuthnot Latham, Columbia Threadneedle Investments

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

Investment Strategies
17 December 2025

UK's Rathbones Favours US, Asian, UK Equities

UK Rathbones Asset Management’s fund managers share their outlook for 2026, being cautiously...

New Products
17 December 2025

EXCLUSIVE: Altana Wealth Targets China’s Real Estate

Altana Wealth, a specialist fund manager focused on delivering alpha from niche strategies...

New Products
17 December 2025

What’s New In Investments, Funds? – Universal Investment Group, Muzinich & Co, SMBC

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

Fund Management
17 December 2025

EXCLUSIVE: Scharf Investments Stresses ETF Benefits

After California-headquartered Scharf Investments’ launched two exchange-traded funds in August,...

People Moves
16 December 2025

UBS Makes Tech, Operational C-Suite Changes

The changes come at a time when the bank, like many of its peers, has had to tackle the challenges...

Company Profiles
16 December 2025

Wealth Management Ferment Is Music To Addepar's Ears

We talk to the chief executive of Addepar, Eric Poirier, about the firm's strategy, his thoughts...

Technology
16 December 2025

Digital Digest: The Latest Tech News – Revolut's Wealth Play – Report

The latest technology news in the wealth management sector from around the world. ...

Comment & Analysis results for Archive

Company Profiles
29 January 2024

Fast-Moving GSB Flags Big Ambitions

We talk to a wealth management firm, based in Dubai, which is expanding into markets including the...

Philanthropy
26 January 2024

Taking Risks Out Of Philanthropy

We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes...

Company Profiles
23 January 2024

Legatum Eyes New Frontiers For Impact, Entrepreneurship

Philanthropy and impact aren't "nice-to-haves" for this firm but the main event – in fact the...

Alt Investments
23 January 2024

Japan's VC Sector Gathers Momentum

While Silicon Valley has hogged much of the limelight in VC, Japan's much smaller sector hasn't...

Company Profiles
19 January 2024

Milltrust Pivots Towards MFO Opportunities As Singapore's Wealth Swells

We talk to the firm about why it created the multi-family office, the case for the move in the...

Strategy
15 January 2024

IQ-EQ Taps Into Gulf Region's Wealth Bonanza

Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this...

Company Profiles
12 January 2024

EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent

We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of...

White Papers
11 January 2024

The Bahamas: A Complete And Compelling Choice – White Paper

This news service is delighted to unveil the full edition of the Bahamas-focused publication that...

Wealth Strategies
19 December 2023

Deglobalisation, Volatility And Family Office Time Horizons – A Conversation With Dambisa Moyo

This news service talks to a prominent female economics writer and thought leader who was also made...

Compliance
15 December 2023

Handling HNW Clients' Data Via Tokenization – An Overview

Banks and other players in the wealth management space transfer data across borders – a fact...