News, Comment & Analysis results for Archive

People Moves
16 September 2026

Who’s Moving Where In Wealth Management? – Withers, JM Finn, Maven Capital Partners

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

People Moves
15 September 2026

Ogier Global Names New Private Wealth Director

The new senior hire, a Jersey Financial Services Commission-approved person, has a track record in...

New Office
15 September 2026

International Law Firm Opens Abu Dhabi Office

The firm advises on domestic and cross-border M&A, litigation and corporate investigations, finance...

People Moves
15 September 2026

Who’s Moving Where In Wealth Management? – Chester Rose Financial Planning, The Aspire Partnership, Others

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

Investment Strategies
15 September 2026

Global Economy, Earnings Confound The Doubters Amid Global Storms – HSBC Private Bank

AI adoption, energy independence and resilient earnings growth are set to sustain investor optimism...

Surveys
15 September 2026

Investors' Risk Appetite Rises, But Cash Buffers Remain

Investors are persistently holding cash, as tracked by State Street, although the firm also noticed...

Tax
15 September 2026

Affluent Investors Brace For UK Budget, Review Plans – Rathbones

In the run up to the Autumn Budget slated for 28 October, UK wealth manager Rathbones has reported...

Surveys
15 September 2026

Fears Of Loss Encourage Investors To Shelter In Cash – Study

The findings fit with reports that among different wealth brackets, including UHNW individuals,...

New Products
15 September 2026

What’s New In Investments, Funds? – Cypher Capital, Evelyn Partners, EMV Capital

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

Investment Strategies
14 September 2026

Schroders To Continue Boosting Active ETF Range

Experts at Schroders discuss why they are optimistic about the market for ETFs. ...

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...