News, Comment & Analysis results for Archive

M and A
18 August 2026

Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, LTS Tax

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

People Moves
18 August 2026

UK Financial Regulator Names India, UAE Attachés

The FCA said the appointments will widen its international presence and support co-operation,...

Compliance
18 August 2026

French Ministry Data Breach Prompts Fresh EU Privacy Concerns

At the nub of the problem is that cyber attacks, campaigners say, demonstrate the dangers of mass...

Technology
18 August 2026

Digital Digest: The Latest Tech News – FE fundinfo

The latest technology news in the wealth management sector from around the world. ...

People Moves
17 August 2026

Citi Wealth Names New Global Head Of Wealth Planning

The firm said that the new global head of wealth planning's background will be a tremendous asset...

Comment & Analysis results for Archive

Family Office
22 January 2026

ANALYSIS: Family Offices In Motion – London's Challenges, Widening Office Footprint

This news service looks at how the UK-based family office industry has handled challenges of rising...

ESG
3 December 2025

EXCLUSIVE: The Positive Side Of COP30 – Edmond De Rothschild AM, Gresham House

After the 30th United Nations Climate Change Conference (COP30) in Belém, Brazil, which took place...

Investment Strategies
11 November 2025

How Family Offices Should Address Private Markets When Valuations Are "Stretched"

Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that...

Investment Strategies
3 October 2025

Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why

Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries...

Investment Strategies
26 September 2025

Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility

Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...