News, Comment & Analysis results for Archive
ETF Expansion Shows No Sign Of Let Up – PwC
As a number of wealth managers launch exchange-traded funds, PwC’s latest global ETF report and...
Digital Digest: The Latest Tech News – WealthAi, Stratiphy
The latest technology news in the wealth management sector from around the world. ...
What’s New In Investments, Funds? – Amundi
The latest news in investment offerings, financial products and other services relevant to wealth...
Who’s Moving Where In Wealth Management? – FNZ, RBC Brewin Dolphin, Rathbones, Chester Rose
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Former Citi Private Bank CEO Becomes Saranac's Chair
A high-profile figure from the private banking world and involved in areas ranging from private...
Middle East Conflict: Spotlight On Fixed Income As Oil Prices Surge
After oil prices surged to over $100 a barrel on Monday morning and bond yields rose on forecasts...
UBS Says On Track To Complete Credit Suisse Integration By End-2026
The bank issued an upbeat, if measured, tone in its annual report for 2025, with senior figures...
Hedge Funds Come Through Geopolitical Dramas With February Gains – Data
The figures are an example of the "all-weather" aspect of hedge funds in their ability to profit...
Silicon Valley Big Hitters Join AI "Infrastructure Hyperscaler"; Secures $2 Billion Fundraise
Investment firms such as Citadel, Point72 and the Norwegian group Aker ASA joined the funding...
Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Zennor AM
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, 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...