News, Comment & Analysis results for Archive

People Moves
1 October 2026

Who’s Moving Where In Wealth Management? – Canaccord Wealth, Berenberg, W1M

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

People Moves
1 October 2026

Stonegate Capital Names New Chief Financial Officer

The new CFO brings close to 20 years of experience of working family office, corporate finance...

Legal
1 October 2026

UK Lasting Powers Of Attorney Under Spotlight As Controversies Swirl

As populations in developed countries age and diseases such as Alzheimer’s take their toll, the...

Surveys
1 October 2026

Growing Demand For Private Markets Amongst Wealthy – Barclays Private Bank

Private markets participation among wealthy investors surveyed has risen over the past year, even...

People Moves
1 October 2026

Geneva's Syz Group Names New CEO For Alternative Investments Business

The appointee is leading a business that will focus totally on private equity. ...

Surveys
1 October 2026

Advised Investors Far More Confident On Retirement – Amundi Study 

A 26-country survey undertaken by the France-headquartered asset management house found that half...

New Office
1 October 2026

Singapore's Temasek Leans Into Gulf Region Growth Story

The SWF is tapping into a narrative that has, for example, seen advisors to HNW and UHNW...

New Products
1 October 2026

What’s New In Investments, Funds? – Lazard AM, Franklin Templeton, Others

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

Surveys
1 October 2026

What Does Living Until 100 Mean For Finances? – RBC WM Survey

On International Longevity Day on 1 October 2026, a new longevity study by RBC Wealth Management...

Financial Results
30 September 2026

Pre-Tax Operating Loss Narrows Sharply At Close Brothers In 2026 Financial Year

The UK banking and financial services group has sold off parts of its business and made other...

Comment & Analysis results for Archive

Strategy
26 August 2026

ANALYSIS: As Firms Open Offices, Secure Licences, Gulf Wealth Sector Is In Confident Mood

While it has been hard to ignore the geopolitical challenges, there has been a steady flow of...

Uncategorised
6 August 2026

ANALYSIS: Healthcare, Emergency Medicine's Concierge Appeal

The global market for concierge medicine is, on some estimates, going to be worth more than $41...

Compliance
5 August 2026

ANALYSIS: Liechtenstein’s Cybersecurity Attack Part Of Global Trend

The incident, as disclosed by the European principality this week, is part of a pattern that...

Strategy
27 July 2026

ANALYSIS: The Evolving, Widening World Of Concierge

Delivery models and client demands continue to evolve in the area that can be loosely called...

Legal
24 July 2026

OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality

Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one...

Financial Results
22 July 2026

ANALYSIS: Julius Baer Strong Results Take Time To Cheer Investors

We take a look at the results announcement of Switzerland's second-largest bank and with a...

Statistics
21 July 2026

ANALYSIS Private Aviation: A High-Altitude Barometer For Global Wealth

Private aviation’s rise is also a feature of globalisation – the term used to describe the...

Strategy
15 July 2026

The Latin America Wealth, Commercial Opportunity – The View From Vistra

Vistra has launched a new business unit for the Latin America market, and this news service...

Company Profiles
13 July 2026

Cross-Border Flows, Complexities Fuel Growth For Hong Kong-Headquartered FGA Trust

With Hong Kong now pulling ahead of Switzerland as the world's largest cross-border financial hub,...

Company Profiles
29 June 2026

"Organic" Is Growth Watchword For Mirabaud's UK Wealth Business

This news service recently sat down with the head of the UK business arm of Mirabaud Wealth...