News, Comment & Analysis results for Archive

People Moves
2 April 2026

HSBC Names New Swiss Private Bank CEO

The new CEO at the private bank has worked in Swiss and international wealth management for more...

Compliance
2 April 2026

UK Watchdog Probes Companies House Web Filing Lapse

Cybersecurity and other threats raise questions about the extent to which government and private...

Investment Strategies
2 April 2026

Spotlight On Gold As Price Move Defies Safe-Haven Narrative

OCBC highlights that its investors have moved decisively into the market. A number of wealth...

Client Affairs
1 April 2026

Rise In Eurozone Inflation Sparks Rate Hike Predictions

After latest figures from the EU statistics office Eurostat show a rise in inflation in the...

People Moves
1 April 2026

Who's Moving Where In Wealth Management? – Weatherbys

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

Technology
1 April 2026

Digital Digest: The Latest Tech News – CMB Monaco, FNZ

The latest technology news in the wealth management sector from around the world. ...

Investment Strategies
1 April 2026

Value Investors Should Cheer Higher Japan Rates – Here's Why

The case for value investing and for holding banks will rise if or when Japan has to raise rates to...

Legal
1 April 2026

Arbitration Gains Traction In Private Wealth Wrangles

Instead of costly and endless litigation via the courts, arbitration is growing more popular as a...

New Products
1 April 2026

What’s New In Investments, Funds? – WisdomTree, Brown Advisory

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

People Moves
1 April 2026

Ex-Temenos CEO Becomes Strategic Investor Into Swiss VC House

Max Chuard, who worked at Temenos for more than two decades, is one of the most prominent players...

Comment & Analysis results for Archive

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...