News, Comment & Analysis results for Archive
UK's Anderson Strathern AM Names New Managing Director
The new MD brings more than 35 years’ experience in financial services and is a recognised leader...
Middle East Conflict: Focus On Gold As Price Falls
After gold prices were reaching record highs, wealth managers discuss the recent drop in the...
MAPFRE AM Names New CEO
The asset management arm of MAPFRE, a large Spanish insurance company, has appointed a new head,...
Suntera Global Names New Regional Crown Dependencies Head
The appointee, who is taking on a new role to drive growth in the Crown Dependencies, will retain...
EXCLUSIVE: Franklin Templeton Optimistic On Emerging Markets, Shrugs Off Conflict Worries
Singapore-based Chetan Sehgal, lead portfolio manager of Templeton Emerging Markets Investment...
Barclays Names New Private Bank Monaco CEO
The appointment follows the departure of Gerald Mathieu, former CEO of its Monaco operations and...
Who’s Moving Where In Wealth Management? – Mattioli Woods
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
New India Barclays Private Bank Head Named
The new head will lead and accelerate Barclays Private Bank’s growth ambitions in India. ...
Head Of Private Clients UK Departs UBS
The senior banker had been at UBS for more than a quarter of a century. ...
Wealthtech Hires Ex-InvestCloud Figure To Drive UK, Ireland And Middle East Business
The Barcelona-headquartered business has argued that the wealth management sector is being held...
Comment & Analysis results for Archive
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...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1
This is the first of a highly detailed examination of cross-border tax issues for individuals...
How Hedge Fund Investors Keep Composed In Volatile World
This news service talks to Sussex Partners, a UK-based business that advises institutions about...
Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank
After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...
Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment
A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...
Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective
A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...
Learning The Legal Lessons From “Succession”
In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...