News, Comment & Analysis results for Archive

WM Market Reports
16 February 2026

Report Explores What Makes Effective Family Enterprise Governance

A report from UBS and Agreus, drawing from family offices worldwide, looks at the ingredients that...

New Office
16 February 2026

WRISE Boosts Taiwan Business

Singapore-headquartered WRISE Group, a fast-growing Asian wealth management firm, expands its...

Investment Strategies
16 February 2026

Focus On Chinese Equities In Year Of The Horse

After China hit its 5 per cent GDP target in 2025 and its equity market delivered strong returns,...

People Moves
13 February 2026

UBS Names Australia Wealth Management Head

The appointee has worked at a variety of firms, including Credit Suisse and Citi Private Bank. ...

People Moves
13 February 2026

A New CEO Takes Helm At Arta Finance

Founded by ex-Google executives, Arta is an AI, wealth, and financial technology company. ...

Strategy
13 February 2026

OPINION OF THE WEEK: UK Wealth M&A Hits New Heights

The editor examines some of the considerations and issues linked to two large corporate deals in...

Alt Investments
12 February 2026

Challenges Remain For Private Equity, But Sector Recovers

Private equity has bounced back and as a sector is maturing. There are challenges around the amount...

M and A
12 February 2026

Schroders' Share Price Surges After Nuveen Takeover Announcement

The early weeks of 2026 are turning out to be busy in terms of wealth sector M&A. ...

Investment Strategies
12 February 2026

Carmignac Upbeat On Emerging Markets In 2026; Makes New Hires

As wealth managers boost their exposure to emerging markets, which outperformed developed ones in...

Technology
12 February 2026

Digital Digest: The Latest Tech News – Franklin Templeton, Binance

The latest technology news in the wealth management sector from around the world.444 ...

Comment & Analysis results for Archive

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

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...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

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

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...

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...

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...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...