News, Comment & Analysis results for Archive

Financial Results
22 October 2026

Barclays To Cut Around 5,000 Jobs, Says Q3 Profit Rises

While the bank, in its statement today, did not explicitly give AI adoption as the prime driver of...

M and A
22 October 2026

UBS Takes Minority Stake In India’s 360 One WAM

The move indicates how India’s rise as a wealth management market is attracting international...

Financial Results
22 October 2026

Northern Trust Third Quarter Net Income Rises 40 Per Cent, Wealth Fees Rise

The Chicago-based bank’s wealth management fees rose 9 per cent to $611.5 million, led by a 16...

Surveys
22 October 2026

Advisors Accountable For Investment Governance Despite Outsourcing – Raymond James

New Raymond James research finds financial advisors shoulder responsibility for client outcomes,...

Tax
22 October 2026

UK BUDGET PREVIEW: Little Relief In Sight For HNW Clients

This publication considers what the UK finance minister, John Healey, might announce in parliament...

Comment & Analysis results for Archive

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...

M and A
10 February 2026

ANALYSIS: NatWest Scales Up Wealth Ambitions

We talk to experts in the wealth and private banking sector about what they see as the rationale...