News, Comment & Analysis results for Archive

Client Affairs
1 September 2026

North West Big Role To Play In Growth Strategy – Weatherbys

In line with a number of wealth managers, Weatherbys Private Bank has highlighted its commitment to...

Investment Strategies
1 September 2026

Schroders Warms To Gold, Remains Constructive On Equities

The wealth and investment management house updates its tactical asset allocation positioning. ...

New Office
1 September 2026

EFG International Expands Swiss Footprint, Opens Berne Office

The bank, which is listed in Zurich and operates in multiple jurisdictions, has opened a new office...

Statistics
1 September 2026

Swiss Banking Sector Posts Record Net Income, AuM In 2025

The organisation’s annual measure of sector performance gave a generally ebullient mood. Swiss...

People Moves
1 September 2026

BNP Paribas AM Names New CIOs

The firm said that these appointments will allow it to "better position" its global platform for...

Comment & Analysis results for Archive

Strategy
6 March 2026

ANALYSIS: Women's Progress, Challenges In Wealth Management Parity

We take a look at different ways that women intersect with wealth and finance, what progress there...

Wealth Strategies
2 March 2026

Can AI Turbocharge Behavioural Finance?

The field known as behavioural finance is not new – insights have been discussed for years. The...

Compliance
23 February 2026

ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?

In this feature, we talk to a variety of firms and organisations about the Berne Financial Services...

Alt Investments
18 February 2026

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...

Alt Investments
17 February 2026

ANALYSIS: “Evergreen” Private Markets Funds; Should Investors Be Wary? – Part 1

This is the first article in a two-part feature that examines the rise of “evergreen” funds in...