News, Comment & Analysis results for Archive
Compliance Corner: UK Regulator Charts AI's Impact On Financial Services
The latest compliance news: regulatory developments, punishments, guidance, permissions and...
OPINION OF THE WEEK: Clients’ Use Of AI – Should Advisors Be Worried Or Excited?
The group editor takes a look at the issue of clients’ use of AI and digital tools to get clued...
UK Financial Services M&A Value Surged Eight-Fold In H1
A clutch of Anglo-American deals – such as involvement of private equity firms in the US and...
What’s New In Investments, Funds? – Standard Chartered, BlackRock, MUFG, JCB
The latest news in investment offerings, financial products and other services relevant to wealth...
Who’s Moving Where In Wealth Management? – UBS, Charles Russell Speechlys, HSBC, Others
The latest senior appointments in the UK, the rest of Europe, the Middle East and select...
Bank J Safra Sarasin Agrees To Buy Rest Of Saxo
The deal is an example of the kind of consolidation taking place in parts of the European and...
Global Continuation Investments Could Surge In The Next 10 Years – Schroders Capital
The rise of "continuation" investments in the private markets sector speaks to the maturation...
Schroders Sharpens Focus On Wealth Business
Schroders has agreed to sell its Benchmark business to Sweden's Söderberg & Partners at a time...
Former Standard Chartered Interim CFO Hired By Julius Baer
A new CFO is coming to the Swiss private bank, following a brisk period of change in that role at...
Lombard Odier Underlines 10 Investment Convictions For H2 2026
Swiss private bank Lombard Odier outlines its 10 investment convictions for the second half of...
Comment & Analysis results for Archive
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...
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
Developments In Private Bank RegTech – Views From The Experts
Regulatory technology – software that a private bank has to use in order to produce information...
In Tough Times, Private Market Secondaries Can Shine
The venture capital, private equity and other parts of the "private markets" space have been jolted...
Exclusive: Biotech Sector To Take Off In 2023
Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...
Comgest's Mood Brightens For Europe, Asia Investments
After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...
The Squeeze On Investment Visas – What Should Happen Now?
With these programmes, the subject of this interview says, the benefit is not just in the initial...
Challenges For Multi-Generational Families Over Succession
A take-home point from this article is that for multi-generational family firms to navigate...
Foundations For Effective Corporate Governance
The author argues that UK regulatory expectations largely date back to the financial crisis. At...