News, Comment & Analysis results for Archive
Managing Family Offices' AI Risk – White Paper
This paper from a law firm points out that family offices operate in a highly sensitive...
Bentley Reid’s Malta Subsidiary Names New Chief Executive
There’s change at the top of the Malta-based wealth management organisation. ...
Arbuthnot Latham Launches New US Expat Service
With an increasing number of US expats relocating to the UK, London-based private and commercial...
Goldman Sachs' Asset, Wealth Revenues In Q2 2026 Rise 20 Per Cent Vs Year Ago
While private banking fee revenues were hit by lower net interest margins, overall wealth and asset...
AI To Drive Market Performance In H2 2026 – Natixis Survey
Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets...
SEB Names New Country Manager Of Finland, New Head Of Baltic Division
Between them, the two senior hires have 45 years’ experience within the firm with solid track...
Who’s Moving Where In Wealth Management? – Sarasin & Partners
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
As Middle East HNW Wealth Goals Shift, Arab Bank Switzerland Adapts, Says Executive
We talked to the head of a new operation of Arab Bank Switzerland – ABS (Middle East) Limited –...
UBP’s Profits Rise In First Half Of 2026
Geneva-headquartered Union Bancaire Privée released positive financial results for the first half...
Morgan Stanley’s Wealth Management Arm Posts Record Q2 2026 Net Revenues
New York-listed investment bank Morgan Stanley released its financial results for the second...
Comment & Analysis results for Archive
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...
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...