News, Comment & Analysis results for Archive
Confidence Down Amongst UK Wealthy, Driven By Fears Over Tax, Wealth Policies – Saltus Wealth Index
Confidence among UK high net worth individuals (HNWIs) has fallen further over the last six months,...
Who’s Moving Where In Wealth Management? – Canaccord Wealth, Berenberg, W1M
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Stonegate Capital Names New Chief Financial Officer
The new CFO brings close to 20 years of experience of working family office, corporate finance...
UK Lasting Powers Of Attorney Under Spotlight As Controversies Swirl
As populations in developed countries age and diseases such as Alzheimer’s take their toll, the...
Growing Demand For Private Markets Amongst Wealthy – Barclays Private Bank
Private markets participation among wealthy investors surveyed has risen over the past year, even...
Geneva's Syz Group Names New CEO For Alternative Investments Business
The appointee is leading a business that will focus totally on private equity. ...
Advised Investors Far More Confident On Retirement – Amundi Study
A 26-country survey undertaken by the France-headquartered asset management house found that half...
Singapore's Temasek Leans Into Gulf Region Growth Story
The SWF is tapping into a narrative that has, for example, seen advisors to HNW and UHNW...
What’s New In Investments, Funds? – Lazard AM, Franklin Templeton, Others
The latest news in investment offerings, financial products and other services relevant to wealth...
What Does Living Until 100 Mean For Finances? – RBC WM Survey
On International Longevity Day on 1 October 2026, a new longevity study by RBC Wealth Management...
Comment & Analysis results for Archive
Legatum Eyes New Frontiers For Impact, Entrepreneurship
Philanthropy and impact aren't "nice-to-haves" for this firm but the main event – in fact the...
Milltrust Pivots Towards MFO Opportunities As Singapore's Wealth Swells
We talk to the firm about why it created the multi-family office, the case for the move in the...
IQ-EQ Taps Into Gulf Region's Wealth Bonanza
Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this...
EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent
We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of...
The Bahamas: A Complete And Compelling Choice – White Paper
This news service is delighted to unveil the full edition of the Bahamas-focused publication that...
Deglobalisation, Volatility And Family Office Time Horizons – A Conversation With Dambisa Moyo
This news service talks to a prominent female economics writer and thought leader who was also made...
Handling HNW Clients' Data Via Tokenization – An Overview
Banks and other players in the wealth management space transfer data across borders – a fact...
Playing Digital Asset Strategy Via Fund Of Funds
The business says that its model for tapping into the world of crypto and digital assets startups...
Philanthropy In Testing Times: A Transatlantic Perspective
Whether it is sunset clauses on foundations, arguments about purpose, help with clients about...
The Bahamas: A Complete And Compelling Choice – Part 4
In the final part of a four-part series, this news service issues a report about developments in...