News, Comment & Analysis results for Archive
EXCLUSIVE: Investec Opens Doors To Real Estate Strategy
The firm said it was always planning to enable third-party investors, such as wealth managers, to...
Sweden's SEB Says CEO, President Has Resigned For Personal, Family Reasons
The Swedish bank has a substantial private wealth management and family office business in the...
What’s New In Investments, Funds? – Tikehau Capital, iCapital
The latest news about investment products, new structures and service offerings that might be of...
KKR Leans Further Into Funds Administration With $5.1 Billion Acquisition
The fund administration sector is an important element of the financial "plumbing" that wealth...
Who’s Moving Where In Wealth Management? – Gen II Fund Services, Aegon AM
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Standard Chartered Hails VCC Asset Growth
VCCs are flexible corporate structures used for both open-ended and closed-end investment funds....
Deals Of The Day: The Latest In Wealth Management M&A – DWS, Hawksford
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Weatherbys Recruits Ex-Coutts Figure To Head Sports, Media And Entertainment Arm
A senior banker in the SME specialist area at one renowned UK private bank goes to another with...
Schroders WM Head Of Middle East, Geneva Begins In Posts
The appointment was part of a wider array of C-suite and executive changes at Schroders. ...
ANALYSIS: The Evolving Investment Case For Defence, Space Tech
This publication recently spoke with managers of a defence and space fund about investment...
Comment & Analysis results for Archive
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
The Soaring Trend Of AI "Co-Pilots" In Wealth Management
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...
A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell
A City financial trading background, added to a disciplined investment mindset, appears to be...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2
We publish the second part of this analysis which examines the implications of the US presidential...
US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1
The first in a two-part detailed analysis about what the financial markets could do in the next...
In Troubled Times, What's The Investment Case For Fine Alcohol?
Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...