News, Comment & Analysis results for Archive

Company Profiles
6 January 2026

Expanding Klay Sets Sights On Swiss Entry, Explains Business Model

The rise of such firms highlights how HNW and ultra-HNW individuals, often with multiple bank...

People Moves
6 January 2026

Who's Moving Where In Wealth Management? – Helvetic Trust, Algebris, Amundi, Others

The latest moves, appointments and personnel changes for wealth management in the UK, rest of...

Market Research
6 January 2026

Commodity Markets, China Top Performers In 2025 – AIC

The UK’s Association of Investment Companies has released new research for closed-ended...

People Moves
6 January 2026

Afin Bank Names New Head Of High Net Worth And Diaspora Banking

In a short time, the new head has already made an "exceptional" contribution to Afin Bank,...

M and A
5 January 2026

Deals Of The Day: The Latest In Wealth Management M&A – MetLife Investment Management, PineBridge

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

Comment & Analysis results for Archive

Company Profiles
13 December 2023

Playing Digital Asset Strategy Via Fund Of Funds

The business says that its model for tapping into the world of crypto and digital assets startups...

Philanthropy
7 December 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about...

White Papers
6 December 2023

The Bahamas: A Complete And Compelling Choice – Part 4

In the final part of a four-part series, this news service issues a report about developments in...

Compliance
29 November 2023

One Year On From CJEU Ruling Vs Public Registers Of Beneficial Ownership

An organisation working in the field of compliance and regulation argues that last year's European...

Company Profiles
23 November 2023

Banking In Turbulent Times – In Conversation With Arbuthnot Latham

This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...