News, Comment & Analysis results for Archive

Fund Management
27 February 2026

What's New In Investments, Funds? – Allfunds, Waystone, Thornburg, Boden Capital, Others

The latest news in investment offerings, financial products and other services relative to wealth...

People Moves
26 February 2026

Who’s Moving Where In Wealth Management? – Ortec Finance, Belasko, GBST, Others

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

Technology
26 February 2026

Digital Digest: The Latest Tech News – Bankdata, Amundi

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

People Moves
26 February 2026

C Hoare & Co Names New CEO

The new appointee will be succeeding the CEO who is stepping down after five years. ...

Surveys
26 February 2026

Confidence Amongst Wealthy Individuals In UK Economy Drops

The latest Saltus Wealth Index Report shows that the rebound in confidence among UK high net worth...

Comment & Analysis results for Archive

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...