News, Comment & Analysis results for Archive

Technology
28 May 2026

Digital Digest: The Latest Tech News – Hamilton Lane, Allfunds

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

Investment Strategies
28 May 2026

Ninety One Positive On Middle East Investment

The London-headquartered asset management house has set out why it thinks countries in the Gulf...

People Moves
28 May 2026

Who’s Moving Where In Wealth Management? – Bowmore Financial Planning, Vanguard, Others

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

Emerging Markets
27 May 2026

Emerging Market Investment Trusts Outperform

Despite the Iran conflict and soaring energy prices, UK-listed emerging markets investment trusts...

Alt Investments
27 May 2026

Global Private Credit Funds Projected To Grow Sharply – PWC Survey

Despite recent difficulties, PwC’s new Global Private Credit Fund Survey shows that the global...

Offshore
27 May 2026

Hong Kong Set To Overtake Switzerland As Top Cross-Border Wealth Hub – BCG

As has been predicted for some time, the Asian city has matched and is expected to pull ahead of...

New Products
27 May 2026

What’s New In Investments, Funds? – Omnis Investments

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

Client Affairs
26 May 2026

Investec Updates Private Client Growth Strategy

The firm's strategy is designed to scale the private client franchise through a high-touch,...

Financial Results
26 May 2026

EFG Net Profit, AuM Up Q1 2026

Zurich-headquartered private banking group EFG International reports positive financial results for...

Technology
26 May 2026

Swiss EAMs Look Forward After Regulation, Consolidation

This news service recently spoke to a figure in Switzerland’s independent wealth management...

Comment & Analysis results for Archive

Compliance
15 November 2023

Can Rapid Account-Opening Coexist Alongside Heightened Compliance?

The approach that banks and other wealth management industry players take towards handling...

ESG
14 November 2023

How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet

This news service recently spoke to a senior Pictet figure about the work it does on...

ESG
14 November 2023

"Greenwashing" Controversies Focus Minds On What Investors Own

This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...

Compliance
9 November 2023

FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous

Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...

Family Office
25 October 2023

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...

Family Office
24 October 2023

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...

Company Profiles
20 October 2023

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...

Fund Management
19 October 2023

Focus On Ireland As A Growing Financial Hub

Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...

White Papers
13 October 2023

Research: Tech & Ops Wealth Trends In Wealth Management 2023

The 26-page report examines the issues and concerns affecting the shape of technology and...

Tax
9 October 2023

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...