News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – Carey Olsen, Avaloq, Rathbones
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Lighthouse Canton Positive For 2027 Business Expansion
In late July Lighthouse Canton developed a wealth platform for NRI clients; it has made a number of...
UHNW Institute's Inaugural European Conference – Transforming Wealth Management
The Institute, with which this news service is exclusive media partner, will host an inaugural...
Edmond de Rothschild AM Names New CIO, Co-Head Of Equities
Paris-based Edmond de Rothschild Asset Management this week appointed a new chief investment...
First-Half 2026 Profits Rise At VP Bank, AuM Gains
This the third of the major Liechtenstein-based banks to have reported half-year figures in recent...
Summary Of Senior Executive Moves In Global Wealth Management – June 2026
June was a busy month for moves and changes in personnel for the world’s wealth management...
Summary Of Q2, H1 2026 Financial Results In Wealth Management, Private Banking
We summarise results for the private banking and wealth management arms of banking groups and, in a...
Former Senior BoS Figure Becomes CEO For EFG International’s Dubai Advisory Office
Commenting on the appointment, the bank, which is listed in Zurich, said Dubai remains one of its...
European Firm Serving US Expats Opens NYC Office
The business, which is headquartered in Nice, has opened an office in the iconic Rockefeller Center...
Barclays Private Bank Names MFO, External Asset Management Head For UAE
The role is an example of how intermediaries such as multi-family offices and external asset...
Comment & Analysis results for Archive
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
The Soaring Trend Of AI "Co-Pilots" In Wealth Management
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...
A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell
A City financial trading background, added to a disciplined investment mindset, appears to be...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2
We publish the second part of this analysis which examines the implications of the US presidential...
US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1
The first in a two-part detailed analysis about what the financial markets could do in the next...
In Troubled Times, What's The Investment Case For Fine Alcohol?
Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...