News, Comment & Analysis results for Archive

Compliance
6 November 2025

Compliance Corner: Regulatory Change Management Costs Seen Rising

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Client Affairs
6 November 2025

TV Celebrities Discuss Business Successes, Failures – Guernsey Private Wealth Forum

TV celebrities Jamie Laing, founder of Candy Kittens and Jampot Productions, and Deborah Meaden,...

People Moves
5 November 2025

Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Quilter, Others

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

New Office
5 November 2025

Union Bancaire Privée Officially Opens Riyadh Office

A number of Western firms have set up in the UAE and related Gulf region in recent years. ...

People Moves
5 November 2025

Top-Level Changes Coming At EFG International's Luxembourg Subsidiary

Among the changes, the banking group said it has nominated a new chair for its Luxembourg business...

Statistics
5 November 2025

Opinion Of The Week: UK Investors Don't Seem That Bothered By Inflation

Maybe UK investors have become used to low single-digit inflation which can still erode wealth –...

Financial Results
5 November 2025

Evelyn Partners Posts Record AuM; Hires New AI Officer

UK wealth manager reported a record £67 billion ($88 billion) in assets under management, with...

New Products
5 November 2025

What’s New In Investments, Funds? – Société Générale, Lombard Odier IM, Others

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

Technology
5 November 2025

Digital Digest: The Latest Tech News – UBS Completes Tokenized Fund Transaction

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

M and A
5 November 2025

Firms Ink Transatlantic Private Market Partnership

The private markets investment trend appears relentless and two firms – one headquartered in the...

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...