News, Comment & Analysis results for Archive
Deutsche Bank Expands, Strengthens UHNW Coverage
As part of the changes, Philipp Wehle is joining Deutsche Bank to head the expanded unit and...
Nuveen Neutral On Equities In 2026; Positive On Renewables
Investment managers published outlooks for 2026 this week, highlighting a neutral stance on...
UK's Coutts Hikes Minimum Threshold – Creates Opportunity?
An increase to the amount needed to open an account at Coutts, the UK lender, raises questions...
China, UAE Sign Investment Pact
Ironically, while the recent military clashes in the Gulf have rattled markets and concerned wealth...
Corient Flexes Transatlantic Muscles Again With Bedrock Acquisition
When this and other deals are added together, Corient is on course to have $468 billion of managed...
Rothschild & Co Names New Wealth Management Head
London-headquartered Rothschild & Co makes senior appointment, replacing Mark Wallace. ...
Who’s Moving Where In Wealth Management? – Clifton Asset Management, Absolute Financial Group
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Bank Of America Wealth, Investment Management Profits, Revenue Up Q1 2026
The Bank of America reported strong financial results for the first quarter of 2026 this week,...
What’s New In Investments, Funds? – WisdomTree, Citigroup, Endowus
The latest news in investment offerings, financial products and other services relevant to wealth...
EXCLUSIVE: Asset Manager Privium Adds Senior Advisor
A figure with a background in financial services has joined the global organisation, based in...
Comment & Analysis results for Archive
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...
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...
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...