News, Comment & Analysis results for Archive

People Moves
26 August 2026

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...

Financial Results
26 August 2026

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...

People Moves
26 August 2026

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...

Financial Results
26 August 2026

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...

People Moves
25 August 2026

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...

New Office
25 August 2026

European Firm Serving US Expats Opens NYC Office

The business, which is headquartered in Nice, has opened an office in the iconic Rockefeller Center...

People Moves
25 August 2026

Barclays Private Bank Names MFO, External Asset Management Head For UAE

The role is an example of how intermediaries such as multi-family offices and external asset...

Financial Results
25 August 2026

Alibaba's $10 Billion Share Sale Reminder Of Hong Kong's Stock Market Vigour

The share sale adds to a pattern of a vigorous Hong Kong and wider Asian stock market, particularly...

Investment Strategies
25 August 2026

EXCLUSIVE: UBP Outlines Case For Frontier Markets, Emerging Market Debt

Amidst a global bond selloff and increasing geopolitical tensions, Thomas Christiansen (pictured),...

Tax
24 August 2026

IHT Receipts Rise Again – Wealth Managers Offer Advice

After the UK's revenue department released latest inheritance tax receipt data, showing another...

Comment & Analysis results for Archive

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

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

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

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...

WM Market Reports
4 July 2023

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...

Company Profiles
3 July 2023

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...

Trust Estate
26 June 2023

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...

Practice Strategies
12 June 2023

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...

Strategy
22 May 2023

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...