News, Comment & Analysis results for Archive

People Moves
11 September 2026

Newly Launched Dubai-Based Family Office Names CEO

The organisation said it intends to have a team of11 people by the end of this year.  ...

Fund Management
11 September 2026

UBS Closes Fund Distribution, Digital Platform In Shenzhen

Other UBS wealth management platforms in China will be unaffected, the report said. ...

People Moves
11 September 2026

Who’s Moving Where In Wealth Management? – Titanbay, Aventur, Aberdeen Adviser, Others

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

Investment Strategies
11 September 2026

What Silicon Valley Is Telling Us About AI's Next Phase

For investors, the opportunities from AI are wider than news headlines suggest, the author of this...

M and A
11 September 2026

Deals Of The Day: The Latest In Wealth Management M&A – Shackleton Advisers, AC Wealth

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

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...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

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...