News, Comment & Analysis results for Archive

Surveys
20 April 2026

Asia And AI Growing In Importance For Businesses, Investors Amid Volatility – HSBC Survey

In an increasingly volatile environment, a new survey from HSBC shows that businesses and investors...

Wealth Strategies
20 April 2026

Fixing A Major Capital Mispricing On Women's Health – In Conversation With Maryann Umoren Selfe

A wealth management and private banking figure uses her understanding of structural mispricing in...

People Moves
20 April 2026

Who’s Moving Where In Wealth Management? – SimCorp, Alpha FMC

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

People Moves
17 April 2026

Deutsche Bank Expands, Strengthens UHNW Coverage

As part of the changes, Philipp Wehle is joining Deutsche Bank to head the expanded unit and...

Investment Strategies
17 April 2026

Nuveen Neutral On Equities In 2026; Positive On Renewables

Investment managers published outlooks for 2026 this week, highlighting a neutral stance on...

Strategy
17 April 2026

UK's Coutts Hikes Minimum Threshold – Creates Opportunity?

An increase to the amount needed to open an account at Coutts, the UK lender, raises questions...

Strategy
17 April 2026

China, UAE Sign Investment Pact

Ironically, while the recent military clashes in the Gulf have rattled markets and concerned wealth...

M and A
17 April 2026

Corient Flexes Transatlantic Muscles Again With Bedrock Acquisition

When this and other deals are added together, Corient is on course to have $468 billion of managed...

People Moves
17 April 2026

Rothschild & Co Names New Wealth Management Head

London-headquartered Rothschild & Co makes senior appointment, replacing Mark Wallace. ...

People Moves
16 April 2026

Who’s Moving Where In Wealth Management? – Clifton Asset Management, Absolute Financial Group

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

Comment & Analysis results for Archive

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

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...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

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...