News, Comment & Analysis results for Archive

Client Affairs
26 May 2026

Rathbones Expands Talent Programme With New Initiatives

The expansion of existing schemes will strengthen the business’ long-term talent pool. ...

Technology
26 May 2026

ANALYSIS: What Advisors Should Tell Clients Who Use AI For Guidance?

The editor looks at clients' use of AI tools to research financial material and even suggest ideas...

People Moves
22 May 2026

UBS EMEA Wealth Head To Swap Zurich For Middle East

The bank said latest moves "underscore" its commitment to the Middle East region. ...

Financial Results
22 May 2026

Julius Baer's AuM Edges Higher; Expects "Substantially Higher" Profit, But Shares Fall

Among the details, the bank reconfirmed its net new money target of 4-5 per cent by 2028, and said...

Financial Results
22 May 2026

UK's Close Brothers Expects Operating Loss To Be Lower Than Earlier Guidance

The London-listed UK bank, beset by the country's motor finance misselling affair, issued a trading...

Comment & Analysis results for Archive

Family Office
23 May 2025

The Hard Realities Of Family Office Economics – In Conversation With Stonehage Fleming

Family offices are a hot topic, and many UHNW families want to create them, but going solo is an...

Investment Strategies
17 April 2025

After Post-Tariff Market Rout, Let's Talk About Behavioural Finance

There are many conversation points stemming from the large market selloffs that occurred in the US...

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and...

Company Profiles
18 March 2025

An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level

We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance...