News, Comment & Analysis results for Archive

People Moves
9 July 2025

Who’s Moving Where In Wealth Management? – Coutts, Gen II Fund Services, Quantum Advisory

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
9 July 2025

Wealth Managers React As Trump Extends Tariff Pause

With the US president extending a pause on threatened tariffs - if not removing the threat of them...

Strategy
9 July 2025

Deutsche Bank Sets Sights High On EAM Sector

Deutsche Bank’s EAM focus is a strategic plank in the Emerging Markets business, a senior figure...

People Moves
9 July 2025

UBS Expands UK HNW Team With Senior Private Banker Hire

Joining from Nedbank, the newly-appointed figure will work with HNW clients in the UK and Channel...

M and A
9 July 2025

France's Group Banque Richelieu Acquires Swiss Private Bank

The purchase of Kaleido Private Bank expands Richelieu's Swiss market presence, adding to its...

Comment & Analysis results for Archive

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...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...