News, Comment & Analysis results for Archive

Financial Results
30 October 2026

NatWest's Q3 2026 Profit Before Impairment Rises

Operating profits rose in the private banking and wealth arm of the group, including the Coutts and...

Client Affairs
30 October 2026

ECB, US Fed Hold Rates; Lagarde To Step Down – Wealth Managers React

Although the European Central Bank and the US Federal Reserve have kept interest rates on hold this...

Financial Results
30 October 2026

Vontobel AuM Rose In First Nine Months Of 2026

Yesterday, Swiss investment management firm Vontobel released a positive nine-month 2026 trading...

New Products
30 October 2026

What’s New In Investments, Funds? – Leonteq Expands Exchange-Traded Range

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

People Moves
30 October 2026

Who's Moving Where In Wealth Management? – Fidelity International, RBC WM, Fasanara Capital

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

Alt Investments
30 October 2026

Preqin Forecasts Private Markets AuM To Surpass $34 Trillion By 2031

The BlackRock-owned data provider expects private equity to reach $11.6 trillion and private credit...

People Moves
30 October 2026

LGT Capital Partners Names New CEO

The group has a new CEO, who takes the helm on 1 January 2027, succeeding Roberto Paganoni, who has...

Financial Results
30 October 2026

Lloyds Pre-Tax Profit Rises 42 Per Cent

Lloyds Banking Group’s statutory pre-tax profit for the first nine months of 2026 rose sharply as...

Financial Results
29 October 2026

Wealth Results Shine For Standard Chartered In Q3 2026

In a broadly strong set of financial results, Standard Chartered's wealth results in Q3 were a...

Client Affairs
29 October 2026

A Cautious UK Budget – Wealth Managers React

We examine the main features of Budget measures as they apply to affluent and HNW individuals and...

Comment & Analysis results for Archive

Strategy
9 February 2026

ANALYSIS: Understanding Geopolitics To Gain Wealth "Alpha"

In this feature, we examine how international affairs, or geopolitics to put it another way, is a...

Investment Strategies
28 January 2026

AITi Tiedemann Global Explains Investment Formula; Says Private Markets Have More Headway

We talk to the international multi-family office's investment chief about its approach to capturing...

Family Office
22 January 2026

ANALYSIS: Family Offices In Motion – London's Challenges, Widening Office Footprint

This news service looks at how the UK-based family office industry has handled challenges of rising...

ESG
3 December 2025

EXCLUSIVE: The Positive Side Of COP30 – Edmond De Rothschild AM, Gresham House

After the 30th United Nations Climate Change Conference (COP30) in Belém, Brazil, which took place...

Investment Strategies
11 November 2025

How Family Offices Should Address Private Markets When Valuations Are "Stretched"

Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that...

Practice Strategies
7 October 2025

Analysis: Business Executives' Personal Safety Under Spotlight

At a time of heightened concerns about physical threats to executives and those in leadership...

Investment Strategies
3 October 2025

Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why

Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries...

Investment Strategies
26 September 2025

Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility

Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...

Wealth Strategies
22 September 2025

Changing Asset Allocation Frontiers - An Overview

We take a dive into different approaches to how asset allocation should be handled, examine various...

Compliance
19 September 2025

From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance

This news service discusses establishing sources of wealth, the challenge of cryptos in a market...