News, Comment & Analysis results for Archive
UK Lombard Lender Disruptor Partners With Another Wealth Manager
The firm says it is harnessing technology to make Lombard lending more accessible to a wealth...
Charities Aid Foundation Appoints New Chief Executive
The organisation, which has operated for more than a century, has a new CEO. It works with...
Who's Moving Where In Wealth Management? – Briarwood Partners, Aberdeen, Mischcon de Reya
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Edwin Coe Appoints Five New Partners
Together, the new partners will strengthen Edwin Coe’s ability to advise across the...
Lincoln Private Investment Office Adds To Advisory Board
Two senior figures in the UK wealth and asset management fields have joined the private investment...
What’s New In Investments, Funds? – DWS
The latest news in investment offerings, financial products and other services relevant to wealth...
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...
Franklin Templeton Acquires Stoneshield Capital
Stoneshield is a European sector-specialist real assets manager with $9 billion under management. ...
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...
St James’s Place Names New CEO, Investments
St James’s Place makes senior hire, leading St James’s Place’s Investment Directorate, with...
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...