News, Comment & Analysis results for Archive

People Moves
6 September 2024

Abrdn Adviser Names New CFO

abrdn Adviser makes another senior hire who will play a pivotal role in the leadership team as it...

Alt Investments
6 September 2024

Art Increasingly Seen As Alternative Investment Route

With art being increasingly viewed as a viable form of alternative investment, exhibitiions are...

People Moves
6 September 2024

Who’s Moving Where In Wealth Management? – Irwin Mitchell, Ocorian, Others

The latest moves, appointments and personnel changes among wealth management and related...

Technology
5 September 2024

Eton Solutions Launches AI Solution For Family Offices

The US-headquartered business said the solution is a ground-breaker for the world's family offices...

People Moves
5 September 2024

Stonehage Fleming Names New Head Of UK Family Office

The new hire is the latest in a series of appointments which now sees six of Stonehage Fleming’s...

People Moves
5 September 2024

Succession Wealth Names New Wealth Director

UK wealth management and financial planning group Succession Wealth creates new role. ...

New Products
5 September 2024

What’s New In Investments, Funds? – Titanbay, Mercer

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

New Office
5 September 2024

Close Brothers Asset Management Targets Winchester

The UK’s Close Brothers Asset Management expands the services it offers to HNW clients in the...

M and A
5 September 2024

Deals Of The Day: The Latest In Wealth Management M&A – Cambridge Associates, SIGLO

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

ESG
5 September 2024

The ESG Phenomenon: WHEB Asset Management

The latest developments in the ESG space. ...

Comment & Analysis results for Archive

Tax
29 June 2016

GUEST ARTICLE: Sub-Dividing A Home For Children - It's Not As Easy As You Think

Dividing a building to provide a home for children is an attractive idea to parents helping...

Uncategorised
24 June 2016

Innovation In Wealth Management - The Digital Opportunity - Research

Avaloq and Deloitte have issued two reports on how wealth managers are planning to invest...

Offshore
22 June 2016

INTERVIEW: Caribbean Jurisdictions And Citizenship By Investment

A specialist on citizenship by investment discusses the programmes offered by Dominica, Grenada and...

Investment Strategies
21 June 2016

EXCLUSIVE: There's Opportunity In All This Uncertainty - WealthBriefing Conference

There are a lot of reasons - the chance of Brexit, decelerating Chinese growth and the US...

M and A
17 June 2016

GUEST COMMENT: What Are The Ingredients For A Successful Wealth Management M&A Deal?

How can acquiring firms increase the chance of success in an M&A deal in terms of adding long-term...

Market Research
16 June 2016

Survival Of The Fittest: The Rise Of The Omni-Channel Advisor And The Social Media Paradigm - Research

The digital revolution has seismically shifted clients’ service expectations and, in particular,...

White Papers
16 June 2016

WealthBriefing Research Spotlights Social Media Use For Wealth Managers

This publication is pleased to release its latest white paper, focused on the growth of the...

Client Affairs
13 June 2016

GUEST COMMENT: Data Protection Evolves - A Swiss Perspective

Different regions of the world take contrasting views of how data should be protected. This article...

WM Market Reports
9 June 2016

EXCLUSIVE: Launch Of Research Report - The Rise Of The External Asset Manager In Asia

This news service is launching a research report with UBS about the rise of external asset managers...

WM Market Reports
2 June 2016

EXCLUSIVE: The Nascent External Asset Manager Market In Asia - What's The Potential?

A report by the publisher of this news service drills deep into the external asset manager market...