News, Comment & Analysis results for Archive
Investec Updates Private Client Growth Strategy
The firm's strategy is designed to scale the private client franchise through a high-touch,...
EFG Net Profit, AuM Up Q1 2026
Zurich-headquartered private banking group EFG International reports positive financial results for...
Swiss EAMs Look Forward After Regulation, Consolidation
This news service recently spoke to a figure in Switzerland’s independent wealth management...
Rathbones Expands Talent Programme With New Initiatives
The expansion of existing schemes will strengthen the business’ long-term talent pool. ...
ANALYSIS: What Advisors Should Tell Clients Who Use AI For Guidance?
The editor looks at clients' use of AI tools to research financial material and even suggest ideas...
UBS EMEA Wealth Head To Swap Zurich For Middle East
The bank said latest moves "underscore" its commitment to the Middle East region. ...
Julius Baer's AuM Edges Higher; Expects "Substantially Higher" Profit, But Shares Fall
Among the details, the bank reconfirmed its net new money target of 4-5 per cent by 2028, and said...
UK's Close Brothers Expects Operating Loss To Be Lower Than Earlier Guidance
The London-listed UK bank, beset by the country's motor finance misselling affair, issued a trading...
Columbia Threadneedle Investments' CIO To Retire, Interim Successor Named
The asset management group said the CIO who has spent more than three decades at the firm will...
Digital Digest: The Latest Tech News – State Street Investment Management
The latest technology news in the wealth management sector from around the world. ...
Comment & Analysis results for Archive
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...
UK's Oakley Capital Stays Nimble As Rates Affect Private Markets
After a decade or more of being told that private market investing was a hot area, drawing in...
Focus On Ireland As A Growing Financial Hub
Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...
Research: Tech & Ops Wealth Trends In Wealth Management 2023
The 26-page report examines the issues and concerns affecting the shape of technology and...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2
This article continues to examine – via the circumstances of Prince Harry and Meghan, the...