News, Comment & Analysis results for Archive

Investment Strategies
17 November 2025

Dimensional Lists First Active UCITS ETFs

Like a number of investment managers, Dimensional Fund Advisors, a large US-based active...

People Moves
17 November 2025

Julius Baer Recasts Swiss Market Leadership

The departure of a senior figure after six years at the bank has prompted Julius Baer to replace...

People Moves
17 November 2025

Who’s Moving Where In Wealth Management? – PortfolioMetrix, Crestbridge FOS

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

People Moves
14 November 2025

Mattioli Woods Makes C-Suite Changes

The changes follow the announcement in May 2025 that Mattioli Woods and Kingswood Group had...

M and A
14 November 2025

Deals Of The Day: The Latest In Wealth Management M&A – DL Holdings Group, YTME

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

Investment Strategies
14 November 2025

Orbis Highlights UK, Emerging Market Opportunities Outside US Mega-Caps

Experts at Orbis Investments share their thinking on global investment themes and how this is...

People Moves
14 November 2025

Who's Moving Where In Wealth Management? – Broadridge, Lawrence Stephens, Others

The latest moves, appointments and personnel changes for wealth management in the UK, rest of...

Alt Investments
14 November 2025

DWS And NAMI Join Forces

DWS and Nippon Life India Asset Management plan to collaborate to bolster alternatives, passives...

People Moves
14 November 2025

VP Bank Names New International Locations Head

The role involves responsibility for client business in Luxembourg, Switzerland and Singapore. ...

Investment Strategies
14 November 2025

Natixis IM Favours European, Emerging Market Equities Over US

Paris-based Natixis Investment Managers, which delves into the 2026 market outlook, provides...

Comment & Analysis results for Archive

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...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...