News, Comment & Analysis results for Archive

People Moves
22 September 2026

Who’s Moving Where In Wealth Management? – Aberdeen Investments, Ruffer, Suntera

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

Banking Crisis
22 September 2026

UBS Urges Swiss Lawmakers To Adopt Compromise Capital Requirement

Legislators want to balance protecting taxpayers from a future banking crisis against the bank's...

New Office
22 September 2026

Addepar Expands European Footprint With Poland Office

The new office, in Warsaw, will support activity such as global research and development, client...

M and A
22 September 2026

Chinese Owners Reportedly Start Sale Plans For Banque Internationale à Luxembourg

Legend Holdings bought the Luxembourg-headquartered bank, founded in the mid-19th century, a decade...

People Moves
22 September 2026

Vontobel Names Insurance Solutions Head

Insurance remains an important part of the wealth management and private client solutions toolkit. ...

Asset Management
22 September 2026

What's New In Investments, Funds? – Russell Investments, Unio Wealth Management, FE fundinfo, Others

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

People Moves
22 September 2026

IQ-EQ Makes Senior Asia-Pacific, Middle East Appointment

In the wake of a rebrand of its Asia-based business, and planned management change, the group has...

People Moves
21 September 2026

Titan Wealth International Expands UAE Operations With 11-Person Team

Titan Wealth, formed in London, has announced a major expansion to its business in the Gulf. ...

Emerging Markets
21 September 2026

UK Investment House, Business Families Target Cambodia's Market Potential

The development speaks to how the Southeast Asian nation, while facing a number of challenges, is...

Banking Crisis
21 September 2026

Departing SBA Chairman Warns On Balancing Swiss Capital Rules, Competition

One of the big names in Swiss banking, who is standing down from the Alpine state's banking...

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...