News, Comment & Analysis results for Archive
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...
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...
Vontobel AuM Rose In First Nine Months Of 2026
Yesterday, Swiss investment management firm Vontobel released a positive nine-month 2026 trading...
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...
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,...
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...
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...
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...
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...
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
Changing Asset Allocation Frontiers - An Overview
We take a dive into different approaches to how asset allocation should be handled, examine various...
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...
Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat
A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...
BNY Investments Insights On Global Credit Markets
Here is a new offering from BNY Investments in conjunction with this publication. ...
Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB
As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this...
Fires, Floods And Other Hazards: Managing Risks To Fine Art
This news service recently talked to the head of art advisory of Citi Wealth – appointed to the...
Index Investing Has A "Reconstitution" Problem: How To Fix It
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...
Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change
We talk to a businesswoman, TV personality, academic and author about her annoyance, and...
NextGen's Wealth Creation Imperative – In Conversation With AITi Tiedemann
The first generation of a UHNW family might focus initially on protecting – and enjoying – what...
New Report On Philanthropy, Ethical Investment
The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking...