News, Comment & Analysis results for Archive

White Papers
17 July 2026

Managing Family Offices' AI Risk – White Paper

This paper from a law firm points out that family offices operate in a highly sensitive...

People Moves
17 July 2026

Bentley Reid’s Malta Subsidiary Names New Chief Executive

There’s change at the top of the Malta-based wealth management organisation.  ...

New Products
17 July 2026

Arbuthnot Latham Launches New US Expat Service

With an increasing number of US expats relocating to the UK, London-based private and commercial...

Financial Results
17 July 2026

Goldman Sachs' Asset, Wealth Revenues In Q2 2026 Rise 20 Per Cent Vs Year Ago 

While private banking fee revenues were hit by lower net interest margins, overall wealth and asset...

Surveys
17 July 2026

AI To Drive Market Performance In H2 2026 – Natixis Survey

Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets...

People Moves
17 July 2026

SEB Names New Country Manager Of Finland, New Head Of Baltic Division

Between them, the two senior hires have 45 years’ experience within the firm with solid track...

People Moves
17 July 2026

Who’s Moving Where In Wealth Management? – Sarasin & Partners

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

Strategy
16 July 2026

As Middle East HNW Wealth Goals Shift, Arab Bank Switzerland Adapts, Says Executive

We talked to the head of a new operation of Arab Bank Switzerland – ABS (Middle East) Limited –...

Financial Results
16 July 2026

UBP’s Profits Rise In First Half Of 2026

Geneva-headquartered Union Bancaire Privée released positive financial results for the first half...

Financial Results
16 July 2026

Morgan Stanley’s Wealth Management Arm Posts Record Q2 2026 Net Revenues

New York-listed investment bank Morgan Stanley released its financial results for the second...

Comment & Analysis results for Archive

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

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...