News, Comment & Analysis results for Archive

People Moves
28 October 2026

Who’s Moving Where In Wealth Management? – Close Brothers, Broadridge, Fasanara Capital

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

Practice Strategies
27 October 2026

Deutsche Bank Uses AI For Source Of Wealth Reviews

The upcoming WealthBriefing report, produced in partnership with Arta Finance, will explore how...

People Moves
27 October 2026

Who’s Moving Where In Wealth Management? – Vistra Fund Solutions, TrinityBridge, Quoniam

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

People Moves
27 October 2026

LaSalle Names New Private Wealth Head

One of the larger players in the real estate investment sector, LaSalle IM oversaw $86.8 billion of...

Technology
27 October 2026

LGT Finds AI Adoption Depends On Changing Everyday Work

LGT Private Banking, the Liechstenstein-headquartered group, explains the impact that AI has on its...

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...