News, Comment & Analysis results for Archive

Asset Management
22 January 2025

What's New In Investments, Funds? – Opale Capital

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

People Moves
21 January 2025

Stonehage Fleming Names Former Lombard International Figure As Group CEO

The new group CEO has deep expertise in growing international businesses, building and managing...

Strategy
21 January 2025

Standard Chartered Targets Affluent Client Growth In New Campaign

The marketing campaign is targeting seven markets: Singapore, Hong Kong, mainland China, Korea,...

Financial Results
21 January 2025

M&G Names New Asset Management Chief Executive

The UK-headquartered asset management group, which operates in a number of jurisdictions including...

People Moves
21 January 2025

Who’s Moving Where In Wealth Management? – Whitmill, TILLIT, Belasko, LLB

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

Investment Strategies
21 January 2025

Nuveen Hunts For European Opportunities

Nuveen’s Laura Cooper, head of macro credit, shares her insights on why Europe is struggling in...

Tax
20 January 2025

Millionaires Hit The Exit From UK After Non-Dom Abolition – Media

Controversy rumbles on about the effect of replacing the UK resident non-domicile system with a new...

Asset Management
20 January 2025

Mashreq Launches External Asset Management Desk

The Gulf-based firm is building out its private banking arm and the external asset management group...

ESG
20 January 2025

The ESG Phenomenon: Nordea Asset Management

The latest developments in the ESG space. ...

M and A
20 January 2025

Alternative Investments Platform Acquires Onboarding Solutions Firm

Giving its rationale for the deal, iCapital says there's a pressing need to make onboarding less...

Comment & Analysis results for Archive

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...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...