News, Comment & Analysis results for Archive

Statistics
1 September 2026

Swiss Banking Sector Posts Record Net Income, AuM In 2025

The organisation’s annual measure of sector performance gave a generally ebullient mood. Swiss...

People Moves
1 September 2026

BNP Paribas AM Names New CIOs

The firm said that these appointments will allow it to "better position" its global platform for...

People Moves
31 August 2026

Former Julius Baer Banker Joins DIFC-Based External Asset Manager

The business, Three Comma Capital Advisors, is based in the DIFC. ...

Financial Results
31 August 2026

Pictet’s Profits Up In H1 2026

In a difficult environment, Pictet said the assets clients had entrusted to it reached an all-time...

Tax
28 August 2026

Capital Gains Tax Haul Surged In 2024/25; Changes Prompted Investors To Act

A UK Autumn Budget is slated for late October and, given the country's stretched public finances,...

New Office
28 August 2026

FGA Trust Expands Asian Reach, Opens Tokyo Office

FGA Trust is licensed in Hong Kong; its new office is being opened at a time when Japanese...

People Moves
28 August 2026

Who’s Moving Where In Wealth Management? – Mediolanum

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

Technology
28 August 2026

Digital Digest: The Latest Tech News – LinqAlpha

The latest technology news in the wealth management sector from around the world. ...

M and A
27 August 2026

Deals Of The Day: The Latest In Wealth Management M&A – Amundi, First Eagle, Victory Capital

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Compliance
27 August 2026

Compliance Corner: FCA Bans Former Dolfin Financial (UK) Figures Over UK Visa Offences

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

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...