News, Comment & Analysis results for Archive

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...

People Moves
1 July 2026

UK Wealth Manager Names Chief Corporate Development Officer, Other Senior Hire

The wealth management group, 7IM, has carried out a number of acquisitions in recent years and this...

Investment Strategies
1 July 2026

EXCLUSIVE: Baillie Gifford Highlights Benefits Of Undervalued Emerging Markets

In an interview with this news service, Qian Zhang, investment specialist in the emerging markets...

Surveys
30 June 2026

Over 55s Reluctant To Discuss Inheritance – Mattioli Woods

At a time when changes to inheritance tax rules are under the spotlight, new research by YouGov for...

Comment & Analysis results for Archive

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...