Strategy
5 January 2026

Why Family Governance Matters In Modern Wealth Planning

The following guest commentary argues that governance is central to wealth planning conversations. ...

People Moves
5 January 2026

Summary Of Senior Moves In Global Wealth Management – November 2025

A summary of moves, appointments, and personnel changes in the world's wealth management sector. ...

People Moves
5 January 2026

Who's Moving Where In Wealth Management? – HKIFA, Standard Chartered

The latest moves, appointments and personnel changes in Asia-Pacific wealth management. ...

Investment Strategies
5 January 2026

Focus On Sustainable Investment, AI And The Energy Transition – EdenTree

Despite the challenges, UK sustainable investment manager EdenTree said that in 2026 it is...

M and A
24 December 2025

NatWest, Barclays In M&A Tussle To Acquire Evelyn Partners – Media

A takeover contest is continuing for UK wealth management group Evelyn Partners, the business that...

Tax
24 December 2025

UK Inheritance Tax Partial U-Turn On Businesses, Farms – Reactions

After the UK government announced that the level of the agricultural and business property reliefs...

Investment Strategies
24 December 2025

Schroders Favours US Over European Equities, Gold

Patrick Brenner, chief investment officer, multi asset London-listed investment manager at...

New Products
24 December 2025

What’s New In Investments, Funds? – S64, Bridgepoint

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

New Office
24 December 2025

Nomura's International Wealth Arm Opens New DIFC Premises

Having launched a Dubai office in 2023, the Japan-headquartered group is expanding operations in...

Strategy
24 December 2025

From The Editor's Chair: A Year Of Tariffs, Asset Shifts, AI, Private Markets And Mobile Wealth

The editor casts his eye back at the past 12 months to highlight significant themes and...