News, Comment & Analysis results for Archive

Financial Results
17 March 2026

Julius Baer Unveils CEO's Remuneration, Applauds Progress

The bank has disclosed the total award paid to the chief executive who came on board more than a...

People Moves
17 March 2026

Aberdeen Adviser CEO To Depart, Successor Announcement "Soon"

The CEO has been at the business since 2003 and in the post since 2019. ...

People Moves
17 March 2026

Who’s Moving Where In Wealth Management? – Stonehage Fleming, TrinityBridge

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

New Products
17 March 2026

Diversity Project Rebrands Across UK, Europe, North America

The Diversity Project UK, Diversity Project Europe and Nicsa’s Diversity Project North America...

Wealth Strategies
16 March 2026

OPINION OF THE WEEK: Private Credit Sector Nerves Provide Salutary Warning

However the whole private credit redemption control saga plays out, investors have perhaps received...

Investment Strategies
16 March 2026

Dutch Wealth Manager Maintains Equity Overweight Amidst Conflict

As oil prices surge amidst the escalating US–Israel conflict with Iran, Joost van Leenders,...

People Moves
16 March 2026

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...

Investment Strategies
16 March 2026

Middle East Conflict: Focus On Gold As Price Falls

After gold prices were reaching record highs, wealth managers discuss the recent drop in the...

People Moves
16 March 2026

MAPFRE AM Names New CEO

The asset management arm of MAPFRE, a large Spanish insurance company, has appointed a new head,...

People Moves
13 March 2026

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...

Comment & Analysis results for Archive

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...

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...

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...

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...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...