News, Comment & Analysis results for Archive

People Moves
15 May 2026

UK Regulator Adds Senior Figures

The watchdog has made two senior appointments for areas covering markets, operations and...

Investment Strategies
15 May 2026

Playing Into UK Value Investing For Small Caps At Rockwood Strategic

The investment area of small-caps and the value approach to stock-picking hasn't been easy. We talk...

People Moves
14 May 2026

Who’s Moving Where In Wealth Management? – Chartwell Capital, W1M, Carne Group

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

People Moves
14 May 2026

Quintet Private Bank Names New CFO

There's a change to one of the most important C-suite roles at the European private banking...

Investment Strategies
14 May 2026

Asia In Tech Driving Seat, Says Jupiter Asset Management

Despite fears about the impact of the Middle East conflict on Asia, Jason Pidcock at Jupiter Asset...

Comment & Analysis results for Archive

Client Affairs
12 March 2025

Wealth Asset Allocators: We Need To Talk About Defence

With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

Technology
19 February 2025

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...

Company Profiles
13 February 2025

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...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...