News, Comment & Analysis results for Archive

M and A
27 August 2025

Abu Dhabi-Backed Firm Acquires Brevan Howard Stake, Plans Funds Suite

As the article illustrates, sovereign wealth funds in a number of Gulf states are buying into...

Statistics
27 August 2025

More Americans Want UK Citizenship, Official Data Shows

Never mind the sometimes indifferent UK weather, domestic political angst and worries about rising...

Investment Strategies
27 August 2025

Finding Investment Diamonds Amidst The Dross – In Conversation With UK's Milkwood Capital

We talk to a value-focused investment firm that concentrates on turnaround opportunities in the UK...

Compliance
26 August 2025

"Deep-Dive Due Diligence" – Onboarding HNW Clients

We talk to a specialist in the field of compliance about the challenges that institutions – not...

People Moves
26 August 2025

Summary Of Executive Moves In Global Wealth Management – June 2025

A roundup of moves in the wealth management industry from around the world. ...

Compliance
26 August 2025

HSBC Reportedly Offloads More Than 1,000 Middle East Clients Amid Regulatory Clampdown

The reported removal of such clients follows actions by the Swiss Financial Market Supervisory...

Investment Strategies
26 August 2025

Chinese Equities Surge Despite Challenges; Retail Flows Supportive

Experts at Switzerland’s J Safra Sarasin Sustainable Asset Management share their insights on the...

Investment Strategies
26 August 2025

Lombard Odier Strikes Positive Stance On Emerging Markets

The Geneva-based asset and wealth manager explains why it believes that emerging markets are well...

Alt Investments
26 August 2025

What's New In Investments, Funds? – PGIM, New Energy Fund

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

People Moves
22 August 2025

UBP Appoints New Dubai Senior Executive Officer

The new SEO – subject to regulatory clearance – comes from Credit Suisse, where he worked in...

Comment & Analysis results for Archive

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...