News, Comment & Analysis results for Archive
Allianz Global Investors Names New Chief Economist
The new chief economist’s “deep understanding” of European and global long-term economic...
Who’s Moving Where In Wealth Management? – Coutts, Hoxton Wealth, Quilter
The latest moves, appointments and personnel changes among wealth management and related...
Digital Digest: The Latest Tech News – SS&C Powers Wesleyan’s Digital-First Wealth Platform
The latest technology news in the wealth management sector from around the world. ...
What’s New In Investments, Funds? – Angel Academe, Nutmeg, Goldman Sachs AM
The latest news in investment offerings, financial products and other services relevant to wealth...
How Pictet Navigates Policy, Market Turbulence
Taking a cautious view, the Swiss private bank has been increasing fixed income exposure, expecting...
Switzerland's OAG Fines Pictet, Punishes Ex-RM Over Money Laundering Case
A criminal probe established that the payments at the centre of the case took place between June...
Global Wealth Rose In 2024, US Dominates Trend – UBS
Zurich-headquartered private bank UBS has released its Global Wealth Report 2025. The survey...
Change At The Top Of GAM, New CEO Named
After holding the CEO post since October 2023, Elmar Zumbuehl is stepping away from the job at GAM...
Nominations Open For Fifth Annual WealthBriefing WealthTech Americas Awards 2026
The awards recognize excellence in innovation and achievement across the wealth technology...
Guinness Favours European Over US Equities
At a media event in London this month, Guinness Global Investors discussed why it believes that...
Comment & Analysis results for Archive
The Bahamas: A Complete And Compelling Choice – Part 4
In the final part of a four-part series, this news service issues a report about developments in...
One Year On From CJEU Ruling Vs Public Registers Of Beneficial Ownership
An organisation working in the field of compliance and regulation argues that last year's European...
New Report: How Wealth Ecosystem, Healthcare Interact
The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...
Banking In Turbulent Times – In Conversation With Arbuthnot Latham
This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...
Can Rapid Account-Opening Coexist Alongside Heightened Compliance?
The approach that banks and other wealth management industry players take towards handling...
How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet
This news service recently spoke to a senior Pictet figure about the work it does on...
"Greenwashing" Controversies Focus Minds On What Investors Own
This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...
FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous
Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2
In part one of this two-part feature, this publication talked to German banks about their work with...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1
As it is high time that this news service took a deep dive into the German single-family offices...