News, Comment & Analysis results for Archive

New Products
21 August 2026

What’s New In Investments, Funds? – Vanguard, FE fundinfo

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

People Moves
21 August 2026

Who’s Moving Where In Wealth Management? – Quilter Cheviot, Hawksford

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

People Moves
21 August 2026

Indian Wealth Manager Appoints Chief Growth, People Officer

The group has appointed an experienced figure from India’s wealth sector that covers business...

People Moves
21 August 2026

Swiss Private Bank Appoints External Asset Managers Head

A long-serving client advisor at the bank now leads the EAM business, an important sector in...

Financial Results
21 August 2026

Lombard Odier Posts Record SFr239 Billion AuM In H1 2026

The Geneva-based private bank reported record client assets and net profit for the first six months...

Financial Results
20 August 2026

LGT Profit Rises, Assets Surpass SFr400 Billion For First Time 

The private banking and asset management group delivered first-half figures, including a record AuM...

People Moves
20 August 2026

Who’s Moving Where In Wealth Management? – Progeny Group

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

Surveys
20 August 2026

Uncertainty, Higher Rates Drive Active Strategy Demand – Rathbones

New research from Rathbones Asset Management finds that fund selectors are tilting to active...

Investment Strategies
20 August 2026

EXCLUSIVE: Emerging Markets Shine After SK Hynix Buyback – Franklin Templeton

Singapore-based Chetan Sehgal, lead portfolio manager of Templeton Emerging Markets Investment...

Financial Results
19 August 2026

LLB Group Says First-Half 2026 Profit Rose 15.3 Per Cent

The banking group, headquartered in Liechtenstein, issued results for the first six months of this...

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...