News, Comment & Analysis results for Archive
EXCLUSIVE: Multrees Strikes Positive Note Amid Change At The Top
There's a new CEO at the helm at the UK-based business and the firm spoke to this news service...
Arbuthnot Latham Eyes Opportunities As US Expats Target UK Investments, Deals
There’s a trend of more Americans coming to the UK, a move that in some ways goes against a...
What’s New In Investments, Funds? – Vanguard, FE fundinfo
The latest news in investment offerings, financial products and other services relevant to wealth...
Who’s Moving Where In Wealth Management? – Quilter Cheviot, Hawksford
The latest moves and appointments for wealth management roles in the UK, Joother parts of Europe,...
Indian Wealth Manager Appoints Chief Growth, People Officer
The group has appointed an experienced figure from India’s wealth sector that covers business...
Swiss Private Bank Appoints External Asset Managers Head
A long-serving client advisor at the bank now leads the EAM business, an important sector in...
Lombard Odier Posts Record SFr239 Billion AuM In H1 2026
The Geneva-based private bank reported record client assets and net profit for the first six months...
LGT Profit Rises, Assets Surpass SFr400 Billion For First Time
The private banking and asset management group delivered first-half figures, including a record AuM...
Who’s Moving Where In Wealth Management? – Progeny Group
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Uncertainty, Higher Rates Drive Active Strategy Demand – Rathbones
New research from Rathbones Asset Management finds that fund selectors are tilting to active...
Comment & Analysis results for Archive
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...
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...
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...
An Expert Sparring Partner For Wealthy Investors In Alternatives
A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...
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...
Exclusive: FIS Focuses On AI’s Wealth Management Role
Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...
EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners
Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...
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...
Managing Autocracy Risk Is Big Wealth Protector
A quick perusal of news headlines underscores why the risk of holding firms exposed to...
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...