News, Comment & Analysis results for Archive

M and A
2 July 2026

NatWest Group Wraps Up £2.7 Billion Evelyn Partners Acquisition  

The deal is part of a consolidation process taking place in the UK wealth management and banking...

Compliance
2 July 2026

Compliance Corner: Swiss Bankers Association, SIX

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

New Products
2 July 2026

What’s New In Investments, Funds? – PIMCO, WisdomTree, Pictet AM

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

People Moves
1 July 2026

Schroders Searches For Successor In Thailand

Thailand has become an important wealth and private banking growth market. Banks such as SCB Julius...

People Moves
1 July 2026

Withers Names 12 New Partners In US, UK, Singapore

The newly-created partners cover areas such as tax planning, commercial and civil litigation,...

People Moves
1 July 2026

Singapore-Based EAM Recruits Senior Ex-UBS Relationship Managers

Both joiners worked previously for UBS in Singapore. ...

WM Market Reports
1 July 2026

EMEA Region Set Pace For Strongest 2025 Wealth Growth, Followed By Americas – UBS Study

Among the mass of details, the report said that Switzerland continued to top the ranking for...

People Moves
1 July 2026

Who’s Moving Where In Wealth Management? – Boston, Langham Hall, Gemcorp

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

People Moves
1 July 2026

Standard Chartered Creates Unified CEO Role For UK, Europe; Makes Other Top Move

The London-listed bank said it is putting Europe and UK oversight under one role. ...

People Moves
1 July 2026

Arab Bank Switzerland Launches Middle East Business In DIFC; Names Its CEO

The bank, which is headquartered in Switzerland, said it is building a platform for long-term...

Comment & Analysis results for Archive

Strategy
9 February 2026

ANALYSIS: Understanding Geopolitics To Gain Wealth "Alpha"

In this feature, we examine how international affairs, or geopolitics to put it another way, is a...

Investment Strategies
28 January 2026

AITi Tiedemann Global Explains Investment Formula; Says Private Markets Have More Headway

We talk to the international multi-family office's investment chief about its approach to capturing...

Family Office
22 January 2026

ANALYSIS: Family Offices In Motion – London's Challenges, Widening Office Footprint

This news service looks at how the UK-based family office industry has handled challenges of rising...

ESG
3 December 2025

EXCLUSIVE: The Positive Side Of COP30 – Edmond De Rothschild AM, Gresham House

After the 30th United Nations Climate Change Conference (COP30) in Belém, Brazil, which took place...

Investment Strategies
11 November 2025

How Family Offices Should Address Private Markets When Valuations Are "Stretched"

Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that...

Investment Strategies
3 October 2025

Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why

Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries...

Investment Strategies
26 September 2025

Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility

Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...

Wealth Strategies
22 September 2025

Changing Asset Allocation Frontiers - An Overview

We take a dive into different approaches to how asset allocation should be handled, examine various...

Compliance
19 September 2025

From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance

This news service discusses establishing sources of wealth, the challenge of cryptos in a market...

Strategy
1 September 2025

Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat

A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...