News, Comment & Analysis results for Archive
Julius Baer Names New Lugano Branch Manager
The new branch manager, who has been with the bank since 2023, has served in senior leadership...
Julius Baer Likes US, Asian Stocks, Driven By AI
Bhaskar Laxminarayan, chief investment officer Asia and Middle East at Swiss private bank Julius...
Who’s Moving Where In Wealth Management? – VEIL, Foster Denovo
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
What's New In Investments, Funds? – Andova AI
The latest news in investment offerings, financial products and other services relevant to wealth...
AI Creates Investor Cheer In Turbulent Times – Natixis IM
Paris and Boston-headquartered Natixis Investment Managers released a new survey yesterday...
Men More Likely To Lead On Investing Than Women – St James's Place
New research from UK wealth manager St James’s Place finds that women are more likely to manage...
Vistra Flexes Latin American Business Muscles
The launch follows the group's acquisition of a Latam business late in 2025. ...
Japan, A Bright Spot In APAC’s Private Equity Landscape – Preqin
Preqin, a UK-headquartered financial data provider for alternative assets, acquired by BlackRock in...
Using Tech To Expose Hidden Financial Harms
Economic abuse and coerced debt – part of a number of vulnerabilities that UK legislation is...
US Investment House Buys Minority Stake In Australian Wealth Boutique
The business in which the stake is being taken was founded in 2017 and manages A$6.6 billion ($4.58...
Comment & Analysis results for Archive
The FTX Collapse: The Lessons
The author of this article argues that the failures with FTX are little to do with regulation or...
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...
Standard Chartered's Advisory Strengths Tapped In Testing Times
This news service continues to profile organisations making an impact in the Channel Islands of...
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...
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...
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...
Focus On Long-Term Investment Opportunities – Baillie Gifford
Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...
EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices
Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...
A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming
What sort of structures and entities do clients coming to Jersey want to use? What sort of...
10 Years On From HSBC's AML Saga – What Has Changed?
The author of this article claims that there has been little improvement in AML controls in much of...