News, Comment & Analysis results for Archive

New Office
19 June 2026

Partners Capital Establishes Zurich Office

The firm – founded a quarter of a century ago – now has a total of 11 offices worldwide. ...

New Products
19 June 2026

What’s New In Investments, Funds? – M&G Investments, BlackRock, Baillie Gifford

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

Investment Strategies
19 June 2026

EXCLUSIVE: AI Impact Demonstrates UK's Value Opportunities – Ninety One

Ninety One’s UK Franchise Fund portfolio manager Ben Needham talks to this news service about the...

People Moves
18 June 2026

Azura Partners Names Bank Sector Veteran As COO

The newly-appointed figure has worked at banks such as CMB, Barclays and HSBC. ...

Client Affairs
18 June 2026

Singapore Bolsters Its Position As Cross-Border Wealth Hub – PwC

Singapore could capture Asia Pacific’s accelerating asset and wealth management opportunity,...

Compliance
18 June 2026

Rathbones, Hit By Client Inflow Halt, Announces Share Buyback

Shares in the wealth management house have been hit hard by the announcement this week that it is...

People Moves
18 June 2026

Suntera Global Names New Global Private Wealth Head

Suntera Global, a Jersey-headquartered, independent provider of fund, corporate, and private wealth...

New Office
18 June 2026

Fasanara Capital Opens Debut US Office, Names Head

New fintech channels – and even questions about traditional fractional reserve banking – have...

People Moves
18 June 2026

Who’s Moving Where In Wealth Management? – Quilter Cheviot

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

New Products
18 June 2026

What’s New In Investments, Funds? – BNP Paribas, M&G

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

Comment & Analysis results for Archive

Compliance
9 June 2022

BOOK REVIEW: "Putin's People" Casts Western Financial Firms In Harsh Light

Reading this book will be a painful experience for some bankers and financial service figures in...

Market Research
1 June 2022

How War Affects Agriculture Investment

Roberto Viton, founder and managing director at Valoral Advisors, discusses key trends and the...

Company Profiles
1 June 2022

Wealth Sector Consolidation Continues, Says Expanding Canaccord Genuity WM

There have been a number of M&A deals in wealth management in the UK, and one player in the scene...

Strategy
20 May 2022

EDITORIAL COMMENT: A High Net Worth Status Ain't What It Used To Be

Inflation is eroding the value of money at a rapid clip, and that means the old minimum sums...

Islamic Banking
13 May 2022

Going Green Can Carry Costs, Warns Advisor On Islamic, Other Finance

Those who are attracted to "Green" investing may also be interested in Shariah finance. A firm...

Real Estate
11 May 2022

New UK Heat Regulations And Property – What Family Offices Should Know

A new set of rules in the UK, taking force from the start of September, is designed to improve...

Client Affairs
10 May 2022

"No Fault Divorce" – Only A Tick Box Away From Separation

A change in law affecting England and Wales came into force from early April, changing the...

Compliance
9 May 2022

A Walk Around The World's Regulatory Landscape

This news service speaks to BNY Mellon Pershing, a business with considerable interplay with...

Wealth Strategies
4 May 2022

Behavioural Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...

Practice Strategies
3 May 2022

The Perfect "Sandbox" – How Avaloq Innovates In The Cloud

We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the...