News, Comment & Analysis results for Archive

Investment Strategies
6 March 2026

EXCLUSIVE: Emerging Markets Resilient To Middle East Conflict

After joint US-Israeli attacks on Iran over the weekend sparked a conflict, causing oil prices to...

Alt Investments
5 March 2026

What's New In Investments, Funds? – Fasanara Capital, IFC

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

People Moves
5 March 2026

Barclays Bank (Suisse) Names New CEO; Private Bank Sales Head

Former HSBC Swiss executive joins the Swiss arm of London-headquartered Barclays Bank. ...

People Moves
5 March 2026

SuMi TRUST AM Names New London Investment Management Head

Sumitomo Mitsui Trust Asset Management, a large Japanese asset manager with $748 billion assets...

M and A
5 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – MSCI, Compass

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Investment Strategies
5 March 2026

EXCLUSIVE: The Case For Emerging Market Debt – UBP

After emerging markets delivered their strongest returns in almost a decade in 2025, Switzerland's...

People Moves
5 March 2026

Who's Moving Where In Wealth Management? – RBC BlueBay AM, MSCI

The latest wealth management senior moves in the UK, mainland Europe, select IFCs and...

Awards
5 March 2026

EXCLUSIVE: Winners Of Swiss EAM Awards 2026

Here are the winners of this year's Swiss external asset managers awards programme. A ceremony was...

Tax
4 March 2026

UK Spring Statement On Public Finances, Taxes Leaves Wealth Managers Unmoved

In general, wealth managers were pleased at no surprises in this statement – a relief following...

Asset Management
4 March 2026

UK Squeeze On Retail Savings Highlights Money Market Funds' Appeal – Aviva Investors

The investment group is one of the players in the field of money market funds – a large market in...

Comment & Analysis results for Archive

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...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...