News, Comment & Analysis results for Archive

M and A
6 July 2026

Deals Of The Day: The Latest In Wealth Management M&A – Aberdeen Investments

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

New Products
6 July 2026

What’s New In Investments, Funds? – Wesleyan

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

People Moves
6 July 2026

ZEDRA Names New Crown Dependencies Region Head

The previous holder of the role will remain with the business as an NED in Guernsey and Jersey, it...

Investment Strategies
6 July 2026

EXCLUSIVE: Barclays Private Bank Monaco Constructive On US, Emerging Market Equities

With geopolitical tensions riding high, Valerie Genin, head of investments Monaco at Barclays...

People Moves
6 July 2026

Who's Moving Where In Wealth Management? – Ogier, Crestbridge, Hargreaves Lansdown

The latest senior wealth management appointments, personnel changes, and moves in the UK, rest of...

Asset Management
3 July 2026

What's New In Investments, Funds? – Dubai Financial Services Authority, DIFC

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

People Moves
3 July 2026

Natixis Services India Names New CEO

Paris-headquartered Natixis Corporate & Investment Banking bolsters technology and innovation hub...

People Moves
3 July 2026

HSBC Names New Head Of Trust, Fiduciary Services

The successor to the role of leading the TFS business will relocate to Hong Kong from London. ...

People Moves
3 July 2026

New CEO At Amundi’s Private Markets Arm Named

Paris-based European asset manager Amundi makes senior hire. ...

Compliance
3 July 2026

UK Regulator Proposes Shake-up Of Investment Cost Disclosure Rules

In words dear to journalists' hearts – and investors – the FCA wants to cut complex language...

Comment & Analysis results for Archive

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

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

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...