News, Comment & Analysis results for Archive

Client Affairs
16 February 2026

Matthews Transitions Controlling Equity Ownership

California-headquartered Matthews International Capital Management announces transition in...

People Moves
16 February 2026

Bank Of Singapore Names Customised Solutions Head

The new appointee previously worked on the wealth and private banking sides of UBS and Credit...

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. ...

Comment & Analysis results for Archive

ESG
10 June 2022

EDITORIAL COMMENT: BCG Highlights Wealth Managers' Sustainability Prize, Challenges

The issues around sustainability unsurprisingly get big treatment in the annual Boston Consulting...

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...

Investment Strategies
19 April 2022

Tech Drives Success In Asia's Private Debt Market 

The author of this article argues that staying ahead in Asia-Pacific's expanding private debt...

Alt Investments
11 April 2022

How To Interface Digital Assets With The Family Office

Family offices will need to update their thinking – and their technological capabilities – just...

Trust Estate
7 April 2022

Hong Kong Court’s Ruling Reaffirms Principles Of Common Intention Constructive Trusts

A recent ruling by a Hong Kong court has important implications for what are called common...

Awards
1 April 2022

Editorial Comment: Why Wealth Managers Should Be Proud

The wealth management sector is sometimes – understandably perhaps – shy of putting its case...

Technology
29 March 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps...

Banking Crisis
15 March 2022

Summary Of Banks' Exposures To Russia, Local Presences

Here is what we know at the moment about banks' exposures to Russia in terms of loans and other...