News, Comment & Analysis results for Archive

New Office
16 July 2026

Azura Partners Opens Abu Dhabi Office

Earlier this year, an investment firm, Lunate, took a strategic stake in Azura, helping to fuel its...

Financial Results
16 July 2026

BNY's Wealth Services, Management Results Gain In Q2 2026

In tune with a number of other major US financial institutions, New York-headquartered BNY has...

Financial Results
16 July 2026

Wealth, Investment Net Income Gains Ground At Bank Of America In Q2 2026

Client balances rose, and net income showed a stronger second-quarter result this year than for the...

People Moves
16 July 2026

Deutsche Bank Appoints Southeast Asia Vice Chair

The newly-appointed figure has worked in wealth management, for example with UHNW clients, for more...

Compliance
16 July 2026

Compliance Corner: FCA Proposes "FRAME" Shakeup Of Fund Reporting

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

New Products
16 July 2026

What’s New In Investments, Funds? – Vanguard, Guinness Global Investors, Fidelity International

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

Tax
15 July 2026

Most UK Investors Expect Taxes To Rise Under Burnham – Wealth Club

After UK Prime Minister Keir Starmer's resignation last month, speculation is rising over the...

Surveys
15 July 2026

UK Individuals Optimistic About Future; Lack Planning Confidence – RBC WM Survey

As life expectancy rises and retirement horizons extend, the traditional life model of learn, work...

Financial Results
15 July 2026

Net Income Rises At Citigroup In Q2 2026; Wealth Results Shine

It was "Super Tuesday" for a raft of US banks issuing second-quarter 2026 financial numbers...

Financial Results
15 July 2026

JP Morgan Profits, Net Revenue Up In Q2 2026

New York-headquartered JP Morgan Chase has released positive financial results for the second...

Comment & Analysis results for Archive

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...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...