News, Comment & Analysis results for Archive
Nedgroup Sings Cautious Optimist Tune On UK Gilts
While much depends on whether UK public finances really are stabilised after another tax-raising UK...
Singapore-Headquartered Ascentium Acquires Hong Kong Business
Ascentium said the deal builds on recent acquisitions. Financial terms were not disclosed. ...
iCapital Rides UAE's Rising Wealth Wave
With this new office, the firm will be able to deliver innovative private market solutions to...
Deals Of The Day: The Latest In Wealth Management M&A – Amati Global Investors, Mattioli Woods
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Indosuez WM Favours US, Emerging Market Equities, Gold In 2026
Grégory Steiner at Paris-based Indosuez Wealth Management shares his insights on asset allocation...
Who’s Moving Where In Wealth Management? – Fidelity International
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
M&G Names New Chief Transformation Officer
The new hire has more than 30 years’ experience delivering complex transformation across blue...
Understanding Passion, Strategy And EQ: The Life Of Philanthropy Advisors
Philanthropy is an increasingly important element of wealth management as HNW clients seek...
Hong Kong's IPO Market Is Liquidity Event Bonanza – KPMG
IPOs are important creators of new millionaires and therefore important for private banks, advisors...
UBS Partners With Oxford University To Create AI Centre
The move by the Swiss wealth management big hitter illustrates how AI continues to shape thinking...
Comment & Analysis results for Archive
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2
In part one of this two-part feature, this publication talked to German banks about their work with...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1
As it is high time that this news service took a deep dive into the German single-family offices...
UK's Oakley Capital Stays Nimble As Rates Affect Private Markets
After a decade or more of being told that private market investing was a hot area, drawing in...
Focus On Ireland As A Growing Financial Hub
Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...
Research: Tech & Ops Wealth Trends In Wealth Management 2023
The 26-page report examines the issues and concerns affecting the shape of technology and...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2
This article continues to examine – via the circumstances of Prince Harry and Meghan, the...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1
This is the first of a highly detailed examination of cross-border tax issues for individuals...
How Hedge Fund Investors Keep Composed In Volatile World
This news service talks to Sussex Partners, a UK-based business that advises institutions about...
Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank
After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...
Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment
A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...