News, Comment & Analysis results for Archive

Financial Results
31 March 2026

Syz Group Profits, AuM Rise In 2025

Geneva-headquartered Swiss bank Syz Group maintains strong momentum in 2025, posting positive...

People Moves
31 March 2026

Who’s Moving Where In Wealth Management? – Schroders, Investec Bank

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

Financial Results
31 March 2026

Quintet’s Profits Down In 2025, AuM Up

In a challenging environment, Luxembourg-headquartered Quintet Private Bank (pictured), parent of...

New Products
31 March 2026

What’s New In Investments, Funds? – Aberdeen Investments

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

M and A
30 March 2026

US Wealth Manager Buys UK's MASECO

The purchase of MASECO is another case of North American groups buying into the UK's wealth...

People Moves
30 March 2026

Who’s Moving Where In Wealth Management? – Cazenove Capital, Forsters, WTW, Others

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

ESG
30 March 2026

EXCLUSIVE: China’s Five-Year Plan, Iran Conflict Accelerate Green Energy Transition – Edmond de Rothschild AM

After China released its new five-year plan this month, Jean-Philippe Desmartin at Edmond de...

Real Estate
30 March 2026

Texas-Based Family Office, Conglomerate Eye Saudi Hotels Growth Surge

The Kingdom, under its Vision 2030 programme, wants to expand areas such as hotels and...

Financial Results
30 March 2026

ABN AMRO Starts €250 Million Share Buybacks

The buybacks are part of the lender's way of cutting capital costs and improving return on equity....

New Products
30 March 2026

What’s New In Investments, Funds? – Aberdeen Adviser, Rathbones AM, Aegon

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

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...