News, Comment & Analysis results for Archive

People Moves
9 July 2026

Who's Moving Where In Wealth Management? – Citi Wealth, Bank Aston

The latest senior wealth management moves and appointments in the UK, mainland Europe, Middle East...

Compliance
9 July 2026

Authorised And Invisible: What The UK's Mills Review Misses

The UK regulator is looking at how AI is changing retail financial services and other topics...

Compliance
9 July 2026

Compliance Corner: Dubai Regulators Eye Revamp To Collective Funds Regime

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

Alt Investments
9 July 2026

If Armed With More Insight, Asia-Based HNW Women Would Raise Alternatives Exposure – Survey

Asia's high net worth women are eager for education about alternative investments, a survey says. ...

People Moves
9 July 2026

Barclays In Singapore Names NRI Head For Private Bank

The newly-appointed figure will lead the continuing expansion of its NRI franchise in the APAC...

Surveys
8 July 2026

Zurich Ranked Second In Top Ten Most Expensive Cities In 2026, After Singapore – Julius Baer

Swiss private bank Julius Baer has published its Global Wealth and Lifestyle Report 2026, delving...

People Moves
8 July 2026

RBC Appoints Co-Chief Executives For Europe Business

The new co-CEOs, already employed at the bank, are part of a build-out of its services, the group...

New Products
8 July 2026

Schroders Wealth Management Launches New Global Service

The new offering has gone live in the UK and Switzerland, and will do so in Asia later this year....

Compliance
8 July 2026

Compliance Corner: Bitcoin Suisse, Abu Dhabi

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

New Products
8 July 2026

What's New In Investments, Funds – Dimensional Fund Advisors Launches MPS

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

Comment & Analysis results for Archive

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

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...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Offshore
6 March 2023

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...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...