News, Comment & Analysis results for Archive

Real Estate
26 November 2025

Mactaggart Family & Partners Eyes UK Property Opportunities

The UK and parts of the US commercial real estate sector seems to be experiencing a tough time. We...

WM Market Reports
25 November 2025

Private Market Revenue To Increasingly Power Global Asset Management – PwC Study

The report, which cuts across wealth as well as asset management, shows how important a revenue...

Technology
25 November 2025

Digital Digest: The Latest Tech News – EFG International, Aladdin Wealth

The latest technology news in the wealth management sector from around the world. ...

People Moves
25 November 2025

Liechtenstein's LLB Group Names New Chief Financial Officer

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People Moves
25 November 2025

Senior Banker Joins UOB's Wealth Advisory Panel

The senior banker has held posts at Credit Suisse, UBS and AMP Capital, working in Europe and...

Financial Results
25 November 2025

Julius Baer Expands Gulf Presence, Reports Higher AuM

In a busy announcement day for the Swiss bank, it updated the markets on its financial results,...

Tax
24 November 2025

Making Gifts Of Property: Key Points To Consider

There has been an increase in people gifting property and land to younger generations, mindful of...

Investment Strategies
24 November 2025

Apricus Finance Cuts Equity, Gold To Neutral Allocation

The firm spoke about its recent decision to cut some equity exposure, among other moves. ...

Investment Strategies
24 November 2025

UBS Expects AI And Tech To Fuel Equity Gains In 2026

As 2026 approaches, UBS Global Wealth Management’s chief investment office outlines in its 2026...

People Moves
24 November 2025

Addepar Makes Senior Appointments

Addepar, a New York-headquartered global technology and data platform for investment professionals,...

Comment & Analysis results for Archive

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

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...