News, Comment & Analysis results for Archive

People Moves
15 May 2026

Summary Of Senior Moves In Global Wealth Management – March 2026

A summary of all the main moves, appointments and personnel changes in the world's main wealth...

Investment Strategies
15 May 2026

Warsh Confirmed US Fed Reserve Chair – Wealth Managers' Reactions

After the US Senate confirmed Kevin Warsh as chair of the US Federal Reserve this week, investment...

Alt Investments
15 May 2026

Private Markets Mature, Along With Stresses - Study

A new report points to rising maturation of the field, but also notes the stresses recently in the...

M and A
15 May 2026

Japan's MSI Completes Minority Barings Equity Stake

The acquisition will help strengthen Barings' investment capabilities in areas such as credit real...

New Office
15 May 2026

Partners Capital Opens Abu Dhabi Office

The firm said that opening the office – its 10th international one – is testimony to its...

People Moves
15 May 2026

UK Regulator Adds Senior Figures

The watchdog has made two senior appointments for areas covering markets, operations and...

Investment Strategies
15 May 2026

Playing Into UK Value Investing For Small Caps At Rockwood Strategic

The investment area of small-caps and the value approach to stock-picking hasn't been easy. We talk...

People Moves
14 May 2026

Who’s Moving Where In Wealth Management? – Chartwell Capital, W1M, Carne Group

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

People Moves
14 May 2026

Quintet Private Bank Names New CFO

There's a change to one of the most important C-suite roles at the European private banking...

Investment Strategies
14 May 2026

Asia In Tech Driving Seat, Says Jupiter Asset Management

Despite fears about the impact of the Middle East conflict on Asia, Jason Pidcock at Jupiter Asset...

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...