News, Comment & Analysis results for Archive

Market Research
25 June 2026

Men More Likely To Lead On Investing Than Women – St James's Place

New research from UK wealth manager St James’s Place finds that women are more likely to manage...

Strategy
24 June 2026

Vistra Flexes Latin American Business Muscles

The launch follows the group's acquisition of a Latam business late in 2025. ...

Market Research
24 June 2026

Japan, A Bright Spot In APAC’s Private Equity Landscape – Preqin

Preqin, a UK-headquartered financial data provider for alternative assets, acquired by BlackRock in...

Technology
24 June 2026

Using Tech To Expose Hidden Financial Harms

Economic abuse and coerced debt – part of a number of vulnerabilities that UK legislation is...

M and A
24 June 2026

US Investment House Buys Minority Stake In Australian Wealth Boutique

The business in which the stake is being taken was founded in 2017 and manages A$6.6 billion ($4.58...

People Moves
24 June 2026

Who's Moving Where In Wealth Management? – Blackfinch, Carey Olsen, Chikara Investments

The latest senior appointments, moves and personnel changes in wealth management for the UK,...

Technology
24 June 2026

Digital Digest: The Latest Tech News – Baillie Gifford

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

Investment Strategies
23 June 2026

Japanese Asset Manager Trumpets Corporate Engagement Efforts

Corporate governance reforms in Japan are designed to force bosses to focus more on financial...

People Moves
23 June 2026

Swiss Banking, Wealth Management Association Names New President

One of the top figures at Vontobel is taking on the post at the Swiss organisation. ...

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...

Comment & Analysis results for Archive

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...

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...