News, Comment & Analysis results for Archive

Surveys
17 July 2026

AI To Drive Market Performance In H2 2026 – Natixis Survey

Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets...

People Moves
17 July 2026

SEB Names New Country Manager Of Finland, New Head Of Baltic Division

Between them, the two senior hires have 45 years’ experience within the firm with solid track...

People Moves
17 July 2026

Who’s Moving Where In Wealth Management? – Sarasin & Partners

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

Strategy
16 July 2026

As Middle East HNW Wealth Goals Shift, Arab Bank Switzerland Adapts, Says Executive

We talked to the head of a new operation of Arab Bank Switzerland – ABS (Middle East) Limited –...

Financial Results
16 July 2026

UBP’s Profits Rise In First Half Of 2026

Geneva-headquartered Union Bancaire Privée released positive financial results for the first half...

Financial Results
16 July 2026

Morgan Stanley’s Wealth Management Arm Posts Record Q2 2026 Net Revenues

New York-listed investment bank Morgan Stanley released its financial results for the second...

New Office
16 July 2026

Azura Partners Opens Abu Dhabi Office

Earlier this year, an investment firm, Lunate, took a strategic stake in Azura, helping to fuel its...

Financial Results
16 July 2026

BNY's Wealth Services, Management Results Gain In Q2 2026

In tune with a number of other major US financial institutions, New York-headquartered BNY has...

Financial Results
16 July 2026

Wealth, Investment Net Income Gains Ground At Bank Of America In Q2 2026

Client balances rose, and net income showed a stronger second-quarter result this year than for the...

People Moves
16 July 2026

Deutsche Bank Appoints Southeast Asia Vice Chair

The newly-appointed figure has worked in wealth management, for example with UHNW clients, for more...

Comment & Analysis results for Archive

Investment Strategies
1 August 2024

Stonehage Fleming Leans Into Tech, Healthcare

A desire for delivering above-average organic growth, and firms that have a strong culture and...

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...

Offshore
31 July 2024

The Bahamas' Push For Climate Justice, Tapping Digital Assets Growth Story

The Caribbean jurisdiction has been through its fair share of challenges. Today, the international...

Company Profiles
16 July 2024

Guiding Advisors From Start To Finish – The View From Benchmark Capital

Part of Schroders, Benchmark Capital explains how it works with IFAs and other wealth...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...