News, Comment & Analysis results for Archive
Deutsche Bank Names Ex-Goldman Sachs Figure As UK Team Leader, MD
The new appointee worked at Goldman Sachs in senior roles for more than two decades. ...
Investor Group Now Holds 30 Per Cent Of Leonteq After Raiffeisen Switzerland Move
Last week, the Swiss structured products specialist and financial technology business, had a change...
High Net Worth Individuals Holding More Cash – UK Survey
Cash is taking on a more prominent role in high net worth portfolios, with advisors reporting a...
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...
Who’s Moving Where In Wealth Management? – Canaccord Wealth, Nomura Asset Management
The latest moves, appointments and personnel changes in wealth management for the UK, rest of...
Comment & Analysis results for Archive
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...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...