News, Comment & Analysis results for Archive

Client Affairs
19 December 2025

UK Cuts Rate; ECB Holds Steady – Wealth Managers React

After the Bank of England Monetary Policy Committee voted to cut interest rates and the European...

Alt Investments
19 December 2025

Venture Capital Seen Heating Up Globally In 2026, Driven By AI – Preqin

A new Venture Capital Global 2026 report by Preqin, a global data and intelligence provider for the...

M and A
19 December 2025

Deals Of The Day: The Latest In Wealth Management M&A – Suntera Global, Aurtus Singapore

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Alt Investments
19 December 2025

Dubai-Based Multi-Family Office Wraps Up $100 Million NAV Facility

The transaction sets an important precedent within the Gulf, signalling the emergence of NAV...

People Moves
19 December 2025

Coller Capital Sets Up In Tokyo, Continues Secondaries Build-Out

As the market for "secondaries" continues to expand and firms specialising in the field broaden...

Compliance
19 December 2025

Compliance Corner: Sun Life Establishes DIFC Operations

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

Alt Investments
19 December 2025

Europe's Eurazeo Leans Into Evergreen Investment Trend

We talk to a Europe-based investment group about its focus on the perpetual, or evergreen fund...

Strategy
18 December 2025

Blackstone Builds Partners In European HNW Investor Charm Offensive – Report

These large investment houses, often specialising in private market investments such as private...

Technology
18 December 2025

AMINA Bank Forges Connections To Web3 Startups

The international bank, which was founded in 2018 and concentrates on the digital assets space, is...

People Moves
18 December 2025

Who’s Moving Where In Wealth Management? – UBS AM, W1M Wealth Management, CISI

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

Comment & Analysis results for Archive

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...

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...