News results for Archive

Wealth Strategies
14 February 2024

Family Offices, Heavy With Cash, Keep Smiling On Alternatives – KKR

While unsurprising perhaps that an investment firm specialising in alternatives says family offices...

Strategy
14 February 2024

2024 Asia-Pacific Market Outlook: Four Themes Investors Should Watch – PIMCO

Portfolio managers at US fixed income manager PIMCO, which has $1.74 trillion in AuM at the end of...

People Moves
14 February 2024

Who’s Moving Where In Wealth Management? - Luma Financial Technologies, NEBA WM, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

People Moves
14 February 2024

UK's Hurst Point Simplifies Structure, Makes Management Changes

The business, which has a mix of assets under management and advice, has compressed its existing...

Alt Investments
14 February 2024

DWS Positive On Infrastructure In 2024

German asset manager DWS, previously part of Deutsche Bank, has just released...

ESG
13 February 2024

The ESG Phenomenon: Barclays, Transition Finance

The latest developments in the ESG space. ...

People Moves
13 February 2024

JTC Names New Jersey Private Client Head

Jersey-headquartered JTC, a publicly listed, global professional services business with expertise...

People Moves
13 February 2024

Who’s Moving Where In Wealth Management? – Quantuma, Evelyn Partners, Eden Tree IM

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Real Estate
13 February 2024

Playing UK Property Is Game Of Patience

Rises in UK interest rates during the past two years took the steam out of parts of a property...

People Moves
13 February 2024

Ogier Names New Middle East Director

A number of Asia-based banks and wealth management institutions have set up shop in the Gulf. ...

Comment & Analysis results for Archive

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...