News, Comment & Analysis results for Archive

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 ...

People Moves
12 February 2026

Who's Moving Where In Wealth Management? – HSBC, KGI

The latest senior moves in wealth management, private banking and related sectors in the...

Strategy
11 February 2026

EFG International Continues To Flex Sports Sponsorship Credentials

The story shows how sports and wealth management continue to overlap in areas such as investment,...

Comment & Analysis results for Archive

Technology
7 March 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of...

Art
24 February 2022

NFTs: A World Of Wealth Beyond Gotham City 

While there is much buzz and confusion surrounding NFTs in the media, understanding the reality of...

Alt Investments
21 February 2022

"Dry Powder" And "Democratisation" – Trends In Private Market Investing

This publication talks to Broadridge, the financial technology firm, about trends in the private...

ESG
14 January 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut...

Technology
12 January 2022

Singapore-Based Venture Fund Goes Big On "Play-To-Earn" Sector

The rising popularity of "play-to-earn" games, harnessing the power of distributed ledger...

Strategy
30 November -0001

Banca del Gottardo: the Swiss bank with an Italian face

Founded in 1957 in Lugano Banca del Gottardo was once one of the first stops over the border for...