News, Comment & Analysis results for Archive
Julius Baer Recasts Swiss Market Leadership
The departure of a senior figure after six years at the bank has prompted Julius Baer to replace...
Who’s Moving Where In Wealth Management? – PortfolioMetrix, Crestbridge FOS
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Mattioli Woods Makes C-Suite Changes
The changes follow the announcement in May 2025 that Mattioli Woods and Kingswood Group had...
Deals Of The Day: The Latest In Wealth Management M&A – DL Holdings Group, YTME
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Orbis Highlights UK, Emerging Market Opportunities Outside US Mega-Caps
Experts at Bermuda-based Orbis Investments share their thinking on global investment themes and how...
Who's Moving Where In Wealth Management? – Broadridge, Lawrence Stephens, Others
The latest moves, appointments and personnel changes for wealth management in the UK, rest of...
DWS And NAMI Join Forces
DWS and Nippon Life India Asset Management plan to collaborate to bolster alternatives, passives...
VP Bank Names New International Locations Head
The role involves responsibility for client business in Luxembourg, Switzerland and Singapore. ...
Natixis IM Favours European, Emerging Market Equities Over US
Paris-based Natixis Investment Managers, which delves into the 2026 market outlook, provides...
Despite UK Budget Tax Worries, Wealthy Individuals Aren't Gifting
Ahead of the UK’s Autumn Budget this month, where changes to inheritance tax exemptions and...
Comment & Analysis results for Archive
Transparency International – The Latest Lessons For Wealth Managers
Transparency International's recently-published Corruption Perceptions Index, used by compliance...
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
The Soaring Trend Of AI "Co-Pilots" In Wealth Management
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...
A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell
A City financial trading background, added to a disciplined investment mindset, appears to be...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2
We publish the second part of this analysis which examines the implications of the US presidential...
US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1
The first in a two-part detailed analysis about what the financial markets could do in the next...