News, Comment & Analysis results for Archive
EXCLUSIVE: Investec Opens Doors To Real Estate Strategy
The firm said it was always planning to enable third-party investors, such as wealth managers, to...
Sweden's SEB Says CEO, President Has Resigned For Personal, Family Reasons
The Swedish bank has a substantial private wealth management and family office business in the...
What’s New In Investments, Funds? – Tikehau Capital, iCapital
The latest news about investment products, new structures and service offerings that might be of...
KKR Leans Further Into Funds Administration With $5.1 Billion Acquisition
The fund administration sector is an important element of the financial "plumbing" that wealth...
Who’s Moving Where In Wealth Management? – Gen II Fund Services, Aegon AM
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Comment & Analysis results for Archive
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
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...
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...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...