News, Comment & Analysis results for Archive

Financial Results
20 August 2025

Group Profits Surge At LGT As Income Rises, Costs Slip

The private bank logged SFr5.9 billion of asset inflows, although at the half-way point of the year...

Investment Strategies
20 August 2025

DWS Maintains Preference For European Over US Equities, Despite Rebound

German asset manager DWS set out its latest outlook and asset allocation against the background of...

People Moves
20 August 2025

Who's Moving Where In Wealth Management? – BlackRock, Pictet

The latest moves, appointments and personnel changes in the UK, rest of Europe, the Middle East and...

Investment Strategies
19 August 2025

Short-Dated Gilts Lose Tax Efficiency Appeal, Says Wealth Manager

Anglo-South African asset manager Ninety One calls for portfolio rebalancing, as the gilt premium...

People Moves
19 August 2025

Lombard Odier Names New UK Chief Operating Officer

The new COO has more than 18 years' experience in the wealth managenent sector as well as "sharp...

Fund Management
19 August 2025

Subsidiary Of India's Kotak Mahindra Secures UAE Licence, Eyes Fund Launch

The firm said it is the first Indian firm to have obtained such a licence from the UAE's capital...

People Moves
19 August 2025

UBP In Hong Kong Builds Out Greater China Team

The Swiss private bank has announced a number of moves for its Greater China business field. ...

People Moves
18 August 2025

Lombard Odier Adds To Asia Teams

The Swiss private bank has unveiled a number of senior moves across the Asia-Pacific region. ...

People Moves
18 August 2025

Apex Group Names New Chief Financial And Chief Business Officers

The Apex Group, a Bermuda-headquartered global financial services provider with a significant...

People Moves
18 August 2025

UBS Makes Raft Of Senior Asia-Pacific Hires

Appointments have been made affecting a number of wealth management business segments. ...

Comment & Analysis results for Archive

Client Affairs
1 December 2022

HNW Individuals' Public Profiles Risk Reputation Threats

Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...

Legal
30 November 2022

Invisible Contracts When Moving In With A Partner

Couples choosing to cohabit should consider documenting their intentions in relation to their...

Compliance
29 November 2022

Digital Asset Market Becomes Fraudsters' Playground

The author of this article says that a lack of effective regulation, combined with an audience...

Compliance
29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Technology
28 November 2022

The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread

ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain...

Company Profiles
25 November 2022

Standard Chartered's Advisory Strengths Tapped In Testing Times

This news service continues to profile organisations making an impact in the Channel Islands of...

Fund Management
24 November 2022

Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space

We talk to a manager of a fund that concentrates on family-owned businesses, and these can range...

Wealth Strategies
22 November 2022

Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?

The area of liability-driven investment is a specialist approach to managing money for final-salary...

Investment Strategies
9 November 2022

Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise

Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...

Fund Management
8 November 2022

Focus On Long-Term Investment Opportunities – Baillie Gifford

Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...