News, Comment & Analysis results for Archive

Strategy
17 August 2026

OPINION OF THE WEEK: As Asia's Wealth Rises, No Wonder Bank Hiring Is Strong

Reviewing news headlines and conversations with industry figures, it is hard to avoid noticing how...

People Moves
17 August 2026

Clifton Asset Management Names New Chief Financial Officer

The new chief financial officer, who has already started to make his mark, is succeeding Ellis...

Technology
17 August 2026

Brooks Macdonald Partners With Woven Advice To Simplify Advisor Workflows

The partnership will enable international financial advisors to implement investment propositions...

Financial Results
14 August 2026

Revenues Increase, Loss Narrows At AITi Global

The figures came out shortly after fresh speculation arose over a change in the wealth management...

Alt Investments
14 August 2026

Why Infrastructure Deserves Place In Wealth Portfolios

After US-based assets manager KKR announced the close of its £14.3 billion ($19 billion) Global...

M and A
14 August 2026

Deals Of The Day: The Latest In Wealth Management M&A – Frankfurter Leben Gruppe, Athora Deutschland, DWS

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

ESG
14 August 2026

The Sustainability Phenomenon : Kinetic7 Technologies, Aquarius Capital, PIF Energy, Others

The latest developments in the sustainability space. ...

Alt Investments
14 August 2026

AMINA Aims For Easier Client Experience To Take Growth Up Another Level

When the banking group, headquartered in Switzerland and now operating in multiple locations, said...

Offshore
14 August 2026

Osiris Launches Guernsey Fiduciary Business

The group, a multi-jurisdictional provider of fiduciary, corporate and trust services, has extended...

New Products
14 August 2026

What’s New In Investments, Funds? – Banco Sabadell, Amundi, Columbia Threadneedle Investments

The latest news in investment offerings, financial products and other services relevant to wealth...

Comment & Analysis results for Archive

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...