News, Comment & Analysis results for Archive

Financial Results
30 July 2026

Standard Chartered's H1 2026 Wealth Solutions Income Rose 38 Per Cent

The bank reported a broadly positive set of results across business lines including the wealth...

Offshore
30 July 2026

Lighthouse Canton Launches Dedicated Wealth Platform For NRI Investors

The Singapore-headquartered group has launched a cross-border wealth management platform targeting...

New Products
30 July 2026

What’s New In Investments, Funds? – PIMCO

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

Awards
30 July 2026

Entries Open For Sixth WealthBriefing WealthTech Americas Awards 2027

These awards recognize excellence in innovation and achievement across the wealth technology...

Financial Results
29 July 2026

Deutsche's Private Banking Pre-Tax Profit Unchanged In Q2 2026, AuM Rises

Among the details, Deutsche Bank said that net flows into its private bank rose by 39 per cent. ...

Financial Results
29 July 2026

UBS’s Wealth Results In Q2 2026 Show Revenue, AuM Increase; Group Profits Beat Forecasts

The Switzerland-headquartered group reported stronger revenues in its wealth arm, while overall...

Strategy
29 July 2026

Julius Baer Signs Dubai Agreement To Support Investor Relocations

The Swiss bank has signed a strategic agreement with the Dubai Department of Economy and Tourism in...

People Moves
29 July 2026

Ardian Makes Raft Of Executive Appointments

The moves include changes at the top of Ardian’s French business. The global group is...

People Moves
29 July 2026

Who’s Moving Where In Wealth Management? – Trimontium, Citi Investment Management

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Technology
29 July 2026

EXCLUSIVE: How Does New York Data Centre Ban Shift AI Odds?

As this news service shows in interviews with wealth managers, they see AI as a driving force for...

Comment & Analysis results for Archive

Tax
6 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals...

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...