News, Comment & Analysis results for Archive
A New UK Chancellor, And Cost Of Living In Focus – Wealth Sector Reactions
Financial markets proved relatively resilient on the arrival of a new UK Prime Minister in this...
Peace, Passport Strength Go Together – Survey
The 20th edition of the index shows that average visa-free access has nearly doubled since 2006,...
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...
Julius Baer Net Profit Doubles To New Record In H1 2026
Shares in the standalone private banking group have risen this year but a record half-year 2026...
CFA Institute Explores How Investment Sector Navigates AI Impact
AI is forcing structural changes to the way that the investment and wealth management sector works....
Allfunds Gets New Berth Near Tower Bridge
Now all the wealthtech platform's UK-based functions are under one roof, as the firm continues to...
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...
Who’s Moving Where In Wealth Management? – LGT WM, Rothschild & Co, BRI WM
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
BNP Paribas Sees European Clients Building Hong Kong-Based Family Offices – Report
Hong Kong has sought to encourage family offices to set up in the city. ...
Gravis Listed Real Estate Fund Manager In Optimistic Mood
Matt Norris, head of real estate at Gravis, a UK-based property, infrastructure and private credit...
Comment & Analysis results for Archive
How Hedge Fund Investors Keep Composed In Volatile World
This news service talks to Sussex Partners, a UK-based business that advises institutions about...
Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank
After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...
Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment
A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...
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...
Learning The Legal Lessons From “Succession”
In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...
Taking A "Floating" Approach As Rates Rise
This news service talks to US-based New Mountain Capital about the benefits of holding...
Inflation, Rising Rates Put Behavioural Finance In The Frame
The discipline within economics known as behavioural finance continues to be important. The market...
Jersey Finance Report On Digital Assets, Crypto-Currencies
A new report, published with the island's financial promotional organisation, sets out the issues...
Value And Growth – Japan’s Promise And Performance
This news service recently talked to a UK-based investment house that concentrates on Japanese...
How AI Can Raise Wealth Management Game In The Gulf
With artificial intelligence technology gathering headlines and stirring controversy – and...