News, Comment & Analysis results for Archive

ESG
27 June 2025

UBP Favours Sustainability Pragmatism, Mulls Defence Shift

The term "vibe shift" seems to apply to the area called ESG - a term that has somewhat fallen out...

Offshore
27 June 2025

Cross-Border Wealth Rose Strongly In 2024; Hong Kong, Singapore And Switzerland Dominate – BCG

The "big three" international booking centres of Singapore, Hong Kong and Switzerland clocked up...

People Moves
27 June 2025

ZEDRA Names New Chief Executive

The international organisation has a new chief executive ...

Client Affairs
27 June 2025

UK Group Launches Revised Apprenticeship In Financial Planning, Paraplanning

The New Talent Alliance – an industry-led initiative aimed at improving access to careers in...

Technology
27 June 2025

AI Spreads Through UK's Asset Management Industry

Never mind whether there is a lot of hype about AI – a survey of UK asset managers suggests its...

Comment & Analysis results for Archive

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...