News, Comment & Analysis results for Archive

Surveys
20 January 2026

Buy-Side Firms Rapidly Speed Up AI Adoption – Survey

Compared with the picture painted a year ago, the use of AI by organisations such as asset managers...

Surveys
20 January 2026

AI Hasn't Yet Set Corporate Revenues Alight As Geopolitical, Trade Risks Swirl – PwC

For private banks and wealth managers, the findings are a reminder that identifying the use cases...

People Moves
20 January 2026

Who’s Moving Where In Wealth Management? – Quilter Investors, Winckworth Sherwood, Others

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

People Moves
19 January 2026

Bank Of Singapore Names New Global CFO

The Singapore-headquartered private bank, which operates in a number of regions, has appointed one...

People Moves
19 January 2026

Fiera Capital Leans Into Japanese Private Markets Story

The international investments group – headquartered in Montreal, Canada – has recently opened a...

People Moves
19 January 2026

Who’s Moving Where In Wealth Management? – Julius Baer, Hanover, Huddleston Jones

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

Financial Results
16 January 2026

BNY's Q4, Full-Year 2025 Net Income Rises; Wealth AuM Gains

With a few exceptions, results out this week for the wealth-related parts of BNY showed an...

Financial Results
16 January 2026

Net Earnings Rise At Goldman Sachs In 2025; Private Bank Revenues Shine

In the mix of the results, the US firm's private banking segment enjoyed stronger revenues. Looking...

Investment Strategies
16 January 2026

Wealth Managers Nervously Eye Japanese Politics, Snap Election Called

There was a cautious tone from wealth managers after a move was made to dissolve parliament and...

Fund Management
16 January 2026

What's New In Investments, Funds? – Invesco

The latest news in investment offerings, financial products and other services relevant to wealth...

Comment & Analysis results for Archive

Family Office
28 September 2023

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...

White Papers
21 September 2023

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...

Strategy
15 September 2023

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...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...