News, Comment & Analysis results for Archive
HSBC Private Bank Appoints Senior Bankers For Global India, Singapore
The private banking arm of the group has made a number of top-level appointments in its Global...
Who’s Moving Where In Wealth Management? – Carey Olsen, Avaloq, Rathbones
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Lighthouse Canton Positive For 2027 Business Expansion
In late July Lighthouse Canton developed a wealth platform for NRI clients; it has made a number of...
UHNW Institute's Inaugural European Conference – Transforming Wealth Management
The Institute, with which this news service is exclusive media partner, will host an inaugural...
Edmond de Rothschild AM Names New CIO, Co-Head Of Equities
Paris-based Edmond de Rothschild Asset Management this week appointed a new chief investment...
First-Half 2026 Profits Rise At VP Bank, AuM Gains
This the third of the major Liechtenstein-based banks to have reported half-year figures in recent...
Summary Of Senior Executive Moves In Global Wealth Management – June 2026
June was a busy month for moves and changes in personnel for the world’s wealth management...
Summary Of Q2, H1 2026 Financial Results In Wealth Management, Private Banking
We summarise results for the private banking and wealth management arms of banking groups and, in a...
Former Senior BoS Figure Becomes CEO For EFG International’s Dubai Advisory Office
Commenting on the appointment, the bank, which is listed in Zurich, said Dubai remains one of its...
European Firm Serving US Expats Opens NYC Office
The business, which is headquartered in Nice, has opened an office in the iconic Rockefeller Center...
Comment & Analysis results for Archive
Can Rapid Account-Opening Coexist Alongside Heightened Compliance?
The approach that banks and other wealth management industry players take towards handling...
How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet
This news service recently spoke to a senior Pictet figure about the work it does on...
"Greenwashing" Controversies Focus Minds On What Investors Own
This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...
FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous
Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2
In part one of this two-part feature, this publication talked to German banks about their work with...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1
As it is high time that this news service took a deep dive into the German single-family offices...
UK's Oakley Capital Stays Nimble As Rates Affect Private Markets
After a decade or more of being told that private market investing was a hot area, drawing in...
Focus On Ireland As A Growing Financial Hub
Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...
Research: Tech & Ops Wealth Trends In Wealth Management 2023
The 26-page report examines the issues and concerns affecting the shape of technology and...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2
This article continues to examine – via the circumstances of Prince Harry and Meghan, the...