Oakglen Wealth boss: ‘You don’t need vast capital to enter our industry’
He suggested the claim that firms need over £100bn in assets under management to succeed “does not always hold true”.
Comment & Analysis
5196 articles found
Assessing Trump’s trade targets, and Brazil as a case study
US trade policy is preoccupying companies and financial markets globally.
Tariffs are causing a market meltdown—but some in the wealthy 1% see a chance to cash in
But the 1% aren’t necessarily surprised by the president’s actions and orders.
The challenge to balance in-house views with client preferences
Its Emerging Trends in Wealth Management report earlier this year found wealth managers are more readily offering bespoke portfolios to a larger client base, thanks to technology advancements which have transformed personalisation from a luxury into an in
A rethink is spreading in Swiss executive suites
The pressure for transformation on Swiss companies has increased.
Cooperation as an anchor for stability
Stability does not happen by itself, but requires foresighted action and a clear strategy.
Millennials Have Trillions In Wealth: Why Does The Financial Services Industry Mostly Ignore Them?
Yet far too many people view this generation as drowning in debt, wasting money on silly purchases and living in their parents' basements.
WealthTech vs. Banks: The battle for Asia’s $700b digital wealth opportunity
There has been a proliferation of WealthTechs in the region whilst over 70 WealthTechs in APAC raised funds at seed or pre-seed stage since 2023.
Matthew Gilligan receives global STEP Founder’s Award for Outstanding Achievement
Matthew joins an elite group of recipients who have demonstrated an exceptional and sustained commitment to STEP, surpassing expectations.
Inside Malaysia’s growing wealth hub: The rise of international banking powerhouses
This strategic move underscores the bank’s commitment to capitalising on the region’s promising opportunities.
Five key charts from UBS's annual returns study
UBS’s 2025 Global Investment Returns Yearbook highlights the US, breaking down the ‘American exceptionalism trade’ and the sheer level of market concentration in tech giants.
RMB Nigeria Asset Management’s Money Market Fund Ranks Among Nigeria’s Top 10 Performing Funds
This achievement is driven by RMB Nigeria Asset Management’s strong research capabilities, strategic asset allocation, and active portfolio management.