News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – Vanguard, Ostrum AM, Taylor Wessing
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Vontobel Names New Global Consultant Relations Head
The senior hire, who joined the firm in 2021, has extensive experience in collaborating and working...
GAM Holding Names New Group CFO
Zurich-based asset manager GAM Holding, with total assets under management of SFr12.7 billion...
ANALYSIS: Evergreen Funds: Should Investors Be Wary? – Part 2
We continue to examine the pros and possible cons of evergreen funds for private markets, and the...
EXCLUSIVE: UK's Regnan Captures Water Scarcity Opportunities
Managers of a fund focusing on water scarcity and waste-related challenges talk to this news...
Comment & Analysis results for Archive
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
The Soaring Trend Of AI "Co-Pilots" In Wealth Management
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...
A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell
A City financial trading background, added to a disciplined investment mindset, appears to be...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...