News, Comment & Analysis results for Archive
What’s New In Investments, Funds? – WisdomTree, Brown Advisory
The latest news in investment offerings, financial products and other services relevant to wealth...
Ex-Temenos CEO Becomes Strategic Investor Into Swiss VC House
Max Chuard, who worked at Temenos for more than two decades, is one of the most prominent players...
Wealthy People Expect Non-Salary Income To Play Bigger Role – Investec Survey
Investec Bank, an international financial services provider and banking subsidiary of Investec, has...
UK Financial Regulator Cuts Motor Finance Redress Hit To Banks
Close Brothers, Barclays, Lloyds and Santander, among others, are affected by the motor finance...
Syz Group Profits, AuM Rise In 2025
Geneva-headquartered Swiss bank Syz Group maintains strong momentum in 2025, posting positive...
Who’s Moving Where In Wealth Management? – Schroders, Investec Bank
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Quintet’s Profits Down In 2025, AuM Up
In a challenging environment, Luxembourg-headquartered Quintet Private Bank (pictured), parent of...
What’s New In Investments, Funds? – Aberdeen Investments
The latest news in investment offerings, financial products and other services relevant to wealth...
US Wealth Manager Buys UK's MASECO
The purchase of MASECO is another case of North American groups buying into the UK's wealth...
Who’s Moving Where In Wealth Management? – Cazenove Capital, Forsters, WTW, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
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...