News, Comment & Analysis results for Archive
From The Editor's Chair: A Year Of Tariffs, Asset Shifts, AI, Private Markets And Mobile Wealth
The editor casts his eye back at the past 12 months to highlight significant themes and...
Utmost Group Continues Wealth Pivot, Completes BPA Sale
Proceeds from the sale will pay for the group's purchase of Lombard International, and other...
OPINION OF THE WEEK: Wealth Sector Must Make Its Case More Widely
While this commentary tends to focus on Europe, its lessons for the wider world are important. In a...
HSBC Private Bank Appoints Ex-Citigroup Figure For CEO
The new CEO will be taking the helm after a period when the chief executive slot was held ad...
JTC Private Office Partners With Milan-Based Management School
The partnership will involve building a thought leadership hub to help international families in a...
Inheritance Tax Continues Drawing In More UK Revenue
Although it is a detested tax, inheritance tax certainly keeps the revenue flowing into the...
Expanding Coller Capital Gets Larger In Hong Kong
The firm manages $50 billion in secondaries across private equity, private credit, and other...
Wealth, Asset Management M&A Rose In Q3, Momentum Continues – PwC
The data seems to accord with the run of reported deals this news service has covered in the North...
Silver, Gold, Gilts, Healthcare Shine
FundCalibre, an online fund ratings agency and research centre, held a media event in London this...
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...
Comment & Analysis results for Archive
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...
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...
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...
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...
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...
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...
Avaloq Sees UK Opportunities From M&A, Tech Changes
Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...
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...
Welrex Says Business Model Taps Need For Change
A new UK-based digital investment management platform for relationship managers, encompassing B2B...
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...