News, Comment & Analysis results for Archive

Investment Strategies
13 April 2026

Middle East Conflict: Wealth Managers Upbeat On Gold, Diversification

After the two-week ceasefire between the US and Iran caused oil prices to slide, wealth managers...

People Moves
13 April 2026

Who’s Moving Where In Wealth Management Sector? – Evelyn Partners

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

Compliance
13 April 2026

Hong Kong Grants Stablecoin Issuer Licences

Hong Kong is seeking to promote its credentials as a stand-out centre for digital assets. As part...

People Moves
10 April 2026

Who’s Moving Where In Wealth Management? – Premier Miton Investors

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

Surveys
10 April 2026

Switzerland Tops Jurisdiction List For Risk Readiness

Geopolitics and moves by some governments to squeeze HNW individuals over tax, trade disputes and...

People Moves
10 April 2026

UBS Creates New Private Client, HNW Segment In UK

The Swiss bank has formed a new business area and expanded the role of one of its senior figures....

Statistics
10 April 2026

March Turmoil Hurts Hedge Fund Returns – HFR

As hedge fund managers might have said, "beware the Ides of March." The month – often associated...

People Moves
9 April 2026

Mercer Unveils Investment Leadership Changes

The firm's appointments affect roles in the US, Europe and Asia. ...

People Moves
9 April 2026

Bank Aston Names New Chief Risk & Compliance Officer

The new C-Suite hire, who has a solid career in banking and academic credentials, will add more...

Alt Investments
9 April 2026

What's New In Investments, Funds? – Marex

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...