News, Comment & Analysis results for Archive

People Moves
11 September 2026

Mirova Establishes Sydney Private Assets Team For Energy Transition

Mirova has built its APAC presence from its hub in Singapore, and is now building a team in...

People Moves
11 September 2026

Newly Launched Dubai-Based Family Office Names CEO

The organisation said it intends to have a team of11 people by the end of this year.  ...

Fund Management
11 September 2026

UBS Closes Fund Distribution, Digital Platform In Shenzhen

Other UBS wealth management platforms in China will be unaffected, the report said. ...

People Moves
11 September 2026

Who’s Moving Where In Wealth Management? – Titanbay, Aventur, Aberdeen Adviser, Others

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

Investment Strategies
11 September 2026

What Silicon Valley Is Telling Us About AI's Next Phase

For investors, the opportunities from AI are wider than news headlines suggest, the author of this...

M and A
11 September 2026

Deals Of The Day: The Latest In Wealth Management M&A – Shackleton Advisers, AC Wealth

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Client Affairs
11 September 2026

KENDRIS Bolsters Luxembourg Presence

The firm said that by combining its local expertise with its international network it will be able...

Investment Strategies
11 September 2026

How SpaceX IPO Illuminates Equity Investment Challenges – Baron Capital

The major IPO of the US company created plenty of drama, unsurprising when Elon Musk is involved....

WM Market Reports
10 September 2026

Research Starts On Major AI And Wealth Management Report

The publisher of this news service is preparing a major report that looks at how AI affects the...

People Moves
10 September 2026

HSBC's Private Bank Appoints Leadership For Family Offices, US Private Bank

Both of the new senior hires previously worked at Citi Private Bank. ...

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...