News, Comment & Analysis results for Archive

People Moves
2 June 2026

Senior Management Changes At Evelyn Partners

The changes will come into effect on completion of NatWest Group’s acquisition of Evelyn Partners...

Surveys
2 June 2026

Switzerland Top Wealth Destination, Despite Taxes

Among the reasons for Switzerland remaining a preferred wealth destination – despite lower-tax...

Investment Strategies
2 June 2026

Spotlight On UK Gilt Market

Although a number of wealth managers have recently reduced their exposure to UK gilts, Swiss...

People Moves
2 June 2026

Who’s Moving Where In Wealth Management? – Aberdeen Investments, iCapital

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

Market Research
1 June 2026

UK Portfolios Remain Equity-Led; Allocations To Fixed Income Up – Janus Henderson Report

According to the third edition of asset manager Janus Henderson’s Portfolio Portrait report, UK...

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...