News, Comment & Analysis results for Archive

New Products
10 September 2026

UK Lombard Lender Disruptor Partners With Another Wealth Manager

The firm says it is harnessing technology to make Lombard lending more accessible to a wealth...

People Moves
10 September 2026

Charities Aid Foundation Appoints New Chief Executive

The organisation, which has operated for more than a century, has a new CEO. It works with...

People Moves
10 September 2026

Who's Moving Where In Wealth Management? – Briarwood Partners, Aberdeen, Mischcon de Reya

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

People Moves
10 September 2026

Edwin Coe Appoints Five New Partners

Together, the new partners will strengthen Edwin Coe’s ability to advise across the...

People Moves
10 September 2026

Lincoln Private Investment Office Adds To Advisory Board

Two senior figures in the UK wealth and asset management fields have joined the private investment...

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...