News, Comment & Analysis results for Archive

New Products
10 September 2026

What’s New In Investments, Funds? – DWS

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

People Moves
9 September 2026

Suntera Global Names New Bahamas Managing Director

The new managing director is based in a location that plays a critical role as part of the firm's...

M and A
9 September 2026

Franklin Templeton Acquires Stoneshield Capital

Stoneshield is a European sector-specialist real assets manager with $9 billion under management. ...

Statistics
9 September 2026

Abu Dhabi’s IFC Reports H1 2026 Surge In Total AuM, Mirrors Dubai’s Growth

The international financial centre has reported active licences approaching 14,000 and a workforce...

People Moves
9 September 2026

St James’s Place Names New CEO, Investments

St James’s Place makes senior hire, leading St James’s Place’s Investment Directorate, with...

People Moves
9 September 2026

Brooks Macdonald Names New Chief Risk Officer

Brooks Macdonald makes senior hire. ...

People Moves
9 September 2026

Who’s Moving Where In Wealth Management? – Evelyn Partners, Raymond James, Others

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

Family Office
9 September 2026

Stonegate Capital Launches AI-First Family Office In Dubai

An established UK family creates a global platform combining institutional expertise, AI-Native...

People Moves
9 September 2026

M&G Names New Private Markets Global Head Of Impact

The firm said that this appointment would help the business to accelerate product innovation,...

Alt Investments
8 September 2026

Theta Capital Management Plans New VC Vintages To Capture Digital Assets Growth

This news service talks to a European business that invests in a form of venture capital that seeks...

Comment & Analysis results for Archive

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...

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...

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...