News, Comment & Analysis results for Archive

People Moves
20 August 2026

Who’s Moving Where In Wealth Management? – Progeny Group

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

Surveys
20 August 2026

Uncertainty, Higher Rates Drive Active Strategy Demand – Rathbones

New research from Rathbones Asset Management finds that fund selectors are tilting to active...

Investment Strategies
20 August 2026

EXCLUSIVE: Emerging Markets Shine After SK Hynix Buyback – Franklin Templeton

Singapore-based Chetan Sehgal, lead portfolio manager of Templeton Emerging Markets Investment...

Financial Results
19 August 2026

LLB Group Says First-Half 2026 Profit Rose 15.3 Per Cent

The banking group, headquartered in Liechtenstein, issued results for the first six months of this...

M and A
19 August 2026

Canaccord Wealth To Buy Harris Allday Business From EFG International

The Harris Allday business, which was founded in the West Midlands and dates back 175 years, was...

People Moves
19 August 2026

Who’s Moving Where In Wealth Management? – FE fundinfo, Monument Bank, JTC

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

New Products
19 August 2026

What’s New In Investments, Funds? – Skipton International

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

Technology
19 August 2026

Tech-Human Combination Critical In Investment, Wealth Management – BlackRock

As AI and tech play a critical role in investment and wealth management, experts at BlackRock...

WM Market Reports
19 August 2026

Stocks, Luxury Goods To Benefit, Traditional Collectables Will Suffer In Great Wealth Transfer – Study

There is considerable commentary on a multi-trillion dollar wealth transfer and what impact it will...

Surveys
18 August 2026

Geopolitics, Government Debt, Inflation Biggest Risks For Fixed Income – Survey

Nedgroup Investments, an asset manager with over $25 billion assets under management, has released...

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...