News, Comment & Analysis results for Archive
C Hoare & Co Names New CEO
The new appointee will be succeeding the CEO who is stepping down after five years. ...
Confidence Amongst Wealthy Individuals In UK Economy Drops
The latest Saltus Wealth Index Report shows that the rebound in confidence among UK high net worth...
Ex-UBS Figure Joins NatWest's Wealth Arm As "People Director"
The new recruit will have an important role at a time when the UK lender integrates Evelyn Partners...
What's New In Investments, Funds? – Seraphim
The latest news in investment offerings, financial products and other services relevant to wealth...
JP Morgan Private Bank Upgrades Asian High Yield Debt Stance
The US bank is no longer negative on the asset class in Asia and, within this space, likes area...
EXCLUSIVE: Emerging Markets Outperformance Here To Stay – GIB AM
After emerging markets outperformed developed ones in 2025, Kunal Desai at London-headquartered GIB...
Notable Items Cut 2025 Pre-Tax Profit At HSBC; Wealth Results Shine
While the reported profit showed the impact of one-off items, underlying profit for last year rose...
What’s New In Investments, Funds? – Julius Baer International, Vanguard
The latest news in investment offerings, financial products and other services relevant to wealth...
US Investors Like Asian Equities; APAC Managers Continue Buying American Stocks, But Pace Slows
There seems to be varied preferences over equities depending on whether investors are based in Asia...
Mitigation Strategies Surface As Californian Wealth Tax Battle Heats Up
A possible wealth tax in California is a controversial topic that has lessons not just for the...
Comment & Analysis results for Archive
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...
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...
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...
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...
Avaloq Sees UK Opportunities From M&A, Tech Changes
Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...
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...
Welrex Says Business Model Taps Need For Change
A new UK-based digital investment management platform for relationship managers, encompassing B2B...
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...
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
Developments In Private Bank RegTech – Views From The Experts
Regulatory technology – software that a private bank has to use in order to produce information...