News, Comment & Analysis results for Archive
FNZ UK Names New Group Head
FNZ, a global wealth management platform, has appointed former Rathbones chief operating officer as...
Lloyds Banking Group Names MD For Wealth Management, Family Office Coverage
Part of the reason for creating the role is the growing scale and institutionalisation of family...
Statutory First-Quarter 2026 Pre-Tax Profit Jumps At Lloyds
The UK-listed bank reported a significant improvement in its statutory profit for the first quarter...
Wealth Managers Stay Upbeat On Gold Despite Volatility
Although the gold price is down from its pre-US/Iran-war levels, Lombard Odier, together with other...
Standard Chartered’s Private Banking Vice Chair Is Stepping Down
One of the most senior figures at the banking group is stepping down. ...
Formulas, Strategies Of Winners Of 14th WealthBriefing European Awards 2026 - "Acclaim"
Congratulations again to all our worthy winners. ...
UBS Q1 2026 Profits Surge, Reiterates Cost Impact Of Proposed Swiss Capital Hike
Reporting a large rise in profit and rising assets in its wealth business, the Zurich-headquartered...
Private Bank Profit Surges At Deutsche Bank In Q1 2026
A rise in revenues and cost drop helped the German lender report sharply improved profit results...
Who’s Moving Where In Wealth Management? – JM Finn
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
DWS CIO Takes Over Investment Division
The move completes the transition initiated in August 2025 when he joined the executive board as...
Comment & Analysis results for Archive
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...
Taking A "Floating" Approach As Rates Rise
This news service talks to US-based New Mountain Capital about the benefits of holding...
Inflation, Rising Rates Put Behavioural Finance In The Frame
The discipline within economics known as behavioural finance continues to be important. The market...
Value And Growth – Japan’s Promise And Performance
This news service recently talked to a UK-based investment house that concentrates on Japanese...
Jersey Finance Report On Digital Assets, Crypto-Currencies
A new report, published with the island's financial promotional organisation, sets out the issues...