News, Comment & Analysis results for Archive

People Moves
23 October 2026

Vietnam-Focused IAM Names Chief Investment Officer

Vietnam's elevation to emerging market status, according to FTSE Russell, is a factor encouraging...

People Moves
23 October 2026

Who’s Moving Where In Wealth Management? – FCM Trust

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

Financial Results
22 October 2026

Barclays To Cut Around 5,000 Jobs, Says Q3 Profit Rises

While the bank, in its statement today, did not explicitly give AI adoption as the prime driver of...

M and A
22 October 2026

UBS Takes Minority Stake In India’s 360 One WAM

The move indicates how India’s rise as a wealth management market is attracting international...

Financial Results
22 October 2026

Northern Trust Third Quarter Net Income Rises 40 Per Cent, Wealth Fees Rise

The Chicago-based bank’s wealth management fees rose 9 per cent to $611.5 million, led by a 16...

Surveys
22 October 2026

Advisors Accountable For Investment Governance Despite Outsourcing – Raymond James

New Raymond James research finds financial advisors shoulder responsibility for client outcomes,...

Tax
22 October 2026

UK BUDGET PREVIEW: Little Relief In Sight For HNW Clients

This publication considers what the UK finance minister, John Healey, might announce in parliament...

M and A
22 October 2026

Canaccord Genuity In Talks With Consortium To Sell UK Wealth Arm – Media

The report, if true, adds to a pattern of overseas buyers looking to acquire wealth management...

New Products
22 October 2026

What’s New In Investments, Funds? – Hargreaves Lansdown, Fidelity International, Generali Investments

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

Investment Strategies
22 October 2026

ANALYSIS: Freight Rate Swings Put Maritime Investing In The Frame

Disruption to major shipping lanes has sent freight rates on a rollercoaster ride this year. A...

Comment & Analysis results for Archive

Offshore
31 July 2024

The Bahamas' Push For Climate Justice, Tapping Digital Assets Growth Story

The Caribbean jurisdiction has been through its fair share of challenges. Today, the international...

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...

Company Profiles
16 July 2024

Guiding Advisors From Start To Finish – The View From Benchmark Capital

Part of Schroders, Benchmark Capital explains how it works with IFAs and other wealth...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...

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...