News, Comment & Analysis results for Archive

Real Estate
7 October 2026

EXCLUSIVE: Investec Opens Doors To Real Estate Strategy

The firm said it was always planning to enable third-party investors, such as wealth managers, to...

People Moves
7 October 2026

Sweden's SEB Says CEO, President Has Resigned For Personal, Family Reasons

The Swedish bank has a substantial private wealth management and family office business in the...

Asset Management
7 October 2026

What’s New In Investments, Funds? – Tikehau Capital, iCapital

The latest news about investment products, new structures and service offerings that might be of...

M and A
7 October 2026

KKR Leans Further Into Funds Administration With $5.1 Billion Acquisition

The fund administration sector is an important element of the financial "plumbing" that wealth...

People Moves
7 October 2026

Who’s Moving Where In Wealth Management? – Gen II Fund Services, Aegon AM

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

Fund Management
6 October 2026

Standard Chartered Hails VCC Asset Growth

VCCs are flexible corporate structures used for both open-ended and closed-end investment funds....

M and A
6 October 2026

Deals Of The Day: The Latest In Wealth Management M&A – DWS, Hawksford

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
6 October 2026

Weatherbys Recruits Ex-Coutts Figure To Head Sports, Media And Entertainment Arm

A senior banker in the SME specialist area at one renowned UK private bank goes to another with...

M and A
6 October 2026

Schroders WM Head Of Middle East, Geneva Begins In Posts

The appointment was part of a wider array of C-suite and executive changes at Schroders. ...

Investment Strategies
6 October 2026

ANALYSIS: The Evolving Investment Case For Defence, Space Tech

This publication recently spoke with managers of a defence and space fund about investment...

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...