News, Comment & Analysis results for Archive

Investment Strategies
13 March 2026

EXCLUSIVE: Franklin Templeton Optimistic On Emerging Markets, Shrugs Off Conflict Worries

Singapore-based Chetan Sehgal, lead portfolio manager of Templeton Emerging Markets Investment...

People Moves
13 March 2026

Barclays Names New Private Bank Monaco CEO

The appointment follows the departure of Gerald Mathieu, former CEO of its Monaco operations and...

People Moves
13 March 2026

Who’s Moving Where In Wealth Management? – Mattioli Woods

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

People Moves
13 March 2026

New India Barclays Private Bank Head Named

The new head will lead and accelerate Barclays Private Bank’s growth ambitions in India. ...

People Moves
12 March 2026

Head Of Private Clients UK Departs UBS

The senior banker had been at UBS for more than a quarter of a century. ...

Comment & Analysis results for Archive

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

Technology
19 February 2025

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...

Company Profiles
13 February 2025

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...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...