News, Comment & Analysis results for Archive

M and A
24 September 2026

Corient Continues Acquisition Drive With Cayman Islands Deal

Just when readers thought that Corient might be taking a rest from its acquisition drive, along...

Strategy
24 September 2026

Resurgent Hong Kong Sets Out Five-Year Growth Plan – Reactions

Wealth managers and banks appear to have been broadly supportive of a new policy programme for Hong...

Banking Crisis
24 September 2026

Switzerland's Upper House Backs Capital Rule On UBS's Foreign Units; Arguments Continue

At issue is what sort of capital should UBS put aside in the event that its non-Swiss units are hit...

People Moves
24 September 2026

India's 360 ONE Names New Chief Executive

The new CEO has worked at Jeffries, CLSA and Merrill Lynch. ...

People Moves
24 September 2026

Private Markets Powerhouse Opens Abu Dhabi Office, Makes Appointments

The firm, which is based in Sweden and operates in 25 countries, sees continued expansion potential...

Family Office
24 September 2026

For Family Offices In Motion, Business Aviation Is An Increasing Priority – Airbus Survey

We tease out figures collected by ACJ, part of the European aviation conglomerate, about the use of...

Philanthropy
24 September 2026

UK Think Tank Launches Charity Trustees Toolkit

The toolkit uses a corporate culture standard designed for the investment industry. ...

People Moves
23 September 2026

Who’s Moving Where In Wealth Management? – Savills IM, Etops, Thriving Investments

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

People Moves
23 September 2026

Barclays Names Singapore Private Bank Head

Barclays announces new leadership of its private bank in Singapore. The bank recently opened a...

Family Office
23 September 2026

Family Offices' Investment Portfolios Gain This Year; Inflation, Succession Weigh On Minds – Citi Wealth

In a global survey, the US banking group's wealth arm explores the issues that preoccupy family...

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...