News, Comment & Analysis results for Archive

People Moves
2 September 2026

Fortress Names New Heads Of Private Wealth Solutions For Japan, EMEA

The appointments mark the start of the international expansion of Fortress Investment Group's...

People Moves
2 September 2026

Deutsche Bank Makes Senior Hires

The two hires will bolster the bank’s ability to originate, grow and prudently manage the FIM...

Strategy
2 September 2026

AlTi Global Sale Could Hinge On “Highly Consequential” Rights Of Minority Shareholders

We examine the next stage for AITi Global and who may buy this business, as it prepares for a...

People Moves
2 September 2026

Who’s Moving Where In Wealth Management? – Columbia Threadneedle Investments, Fidelity International, Others

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

Alt Investments
2 September 2026

Research Shows Risks Of Widening Retail Access To Private Credit

As policymakers make it easier for retail investors to join the private market party, including...

Client Affairs
1 September 2026

North West Big Role To Play In Growth Strategy – Weatherbys

In line with a number of wealth managers, Weatherbys Private Bank has highlighted its commitment to...

Investment Strategies
1 September 2026

Schroders Warms To Gold, Remains Constructive On Equities

The wealth and investment management house updates its tactical asset allocation positioning. ...

New Office
1 September 2026

EFG International Expands Swiss Footprint, Opens Berne Office

The bank, which is listed in Zurich and operates in multiple jurisdictions, has opened a new office...

Statistics
1 September 2026

Swiss Banking Sector Posts Record Net Income, AuM In 2025

The organisation’s annual measure of sector performance gave a generally ebullient mood. Swiss...

People Moves
1 September 2026

BNP Paribas AM Names New CIOs

The firm said that these appointments will allow it to "better position" its global platform for...

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...