News, Comment & Analysis results for Archive

People Moves
3 March 2026

Who’s Moving Where In Wealth Management? – RBC BlueBay AM, JP Morgan Private Bank, Others

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

New Products
3 March 2026

What’s New In Investments, Funds? – Invesco, Van Lanschot Kempen, Others

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

M and A
3 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – 7IM, Suttons

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

Investment Strategies
2 March 2026

Middle East Conflict Erupts, Triggers Flight From Risk – Updated

The drama also reinforces a point that this news service wrote about recently that geopolitical...

M and A
2 March 2026

Bank J Safra Sarasin Wraps Up Saxo Acquisition

Last year, Bank J Safra Sarasin said the stake in Saxo would strengthen its long-term...

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...