News, Comment & Analysis results for Archive

Asset Management
7 July 2025

Index Investing Has A "Reconstitution" Problem: How To Fix It

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...

People Moves
7 July 2025

Who's Moving Where In Wealth Management? – DWS, LAVA Advisory Partners

The latest moves, appointments, and personnel changes in the UK, Europe, Middle East and select...

People Moves
4 July 2025

JP Morgan Private Bank Appoints Global Chief Executive

The global title adds to the US private bank leadership role that the executive already holds. JP...

Legal
4 July 2025

What's Matrimonial Wealth And What's Not – Implications From The Standish Case

In one of the most anticipated divorce law rulings in the UK for many years, lawyers consider the...

People Moves
4 July 2025

Brown Shipley Names New North Regional Head

UK wealth manager Brown Shipley, part of Quintet Private Bank (Europe), a group of boutique private...

Comment & Analysis results for Archive

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...