News, Comment & Analysis results for Archive

Client Affairs
26 May 2026

Rathbones Expands Talent Programme With New Initiatives

The expansion of existing schemes will strengthen the business’ long-term talent pool. ...

Technology
26 May 2026

ANALYSIS: What Advisors Should Tell Clients Who Use AI For Guidance?

The editor looks at clients' use of AI tools to research financial material and even suggest ideas...

People Moves
22 May 2026

UBS EMEA Wealth Head To Swap Zurich For Middle East

The bank said latest moves "underscore" its commitment to the Middle East region. ...

Financial Results
22 May 2026

Julius Baer's AuM Edges Higher; Expects "Substantially Higher" Profit, But Shares Fall

Among the details, the bank reconfirmed its net new money target of 4-5 per cent by 2028, and said...

Financial Results
22 May 2026

UK's Close Brothers Expects Operating Loss To Be Lower Than Earlier Guidance

The London-listed UK bank, beset by the country's motor finance misselling affair, issued a trading...

Comment & Analysis results for Archive

Wealth Strategies
22 September 2025

Changing Asset Allocation Frontiers - An Overview

We take a dive into different approaches to how asset allocation should be handled, examine various...

Compliance
19 September 2025

From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance

This news service discusses establishing sources of wealth, the challenge of cryptos in a market...

Strategy
1 September 2025

Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat

A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...

Wealth Strategies
31 July 2025

Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB

As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this...