News, Comment & Analysis results for Archive

People Moves
27 October 2026

LaSalle Names New Private Wealth Head

One of the larger players in the real estate investment sector, LaSalle IM oversaw $86.8 billion of...

Technology
27 October 2026

LGT Finds AI Adoption Depends On Changing Everyday Work

LGT Private Banking, the Liechstenstein-headquartered group, explains the impact that AI has on its...

Compliance
27 October 2026

Citi Secures Approval For Wholly-Owned China Securities Business

Citi's licence is a sign that large US banks are deepening their mainland exposure in certain ways,...

Asset Management
27 October 2026

What's New In Investments, Funds? – GTN, State Street IM

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

Investment Strategies
27 October 2026

Fixed Income Shines Amidst High Yields – Guinness Global Investors

After Guinness Global Investors launched the Irish-domiciled Guinness Global Dynamic Bond Fund in...

Technology
27 October 2026

SagePoint Targets Family Office Efficiency, Keeps AI Options Open

This article draws on interviews for an upcoming report. The material explores how firms translate...

Banking Crisis
26 October 2026

OPINION OF THE WEEK: Could UBS Move Swiss HQ If Proposed Capital Rules Bite?

The editor considers what UBS might do if proposed federal Swiss capital rules, likely to be...

People Moves
26 October 2026

Middle East-Based Family Office Names Global Private Equity Head

A former senior figure at UNC Management Company, which is based in the US, has joined Miras...

People Moves
26 October 2026

HSBC Private Bank Names Global Marketing Head

The new marketing boss for the private bank has worked at a variety of firms including JP Morgan...

Technology
26 October 2026

Digital Digest: The Latest Tech News – Canoe Intelligence, Landytech

The latest technology news in the wealth management sector from around the world. ...

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...