News, Comment & Analysis results for Archive

Client Affairs
30 October 2026

ECB, US Fed Hold Rates; Lagarde To Step Down – Wealth Managers React

Although the European Central Bank and the US Federal Reserve have kept interest rates on hold this...

Financial Results
30 October 2026

Vontobel AuM Rose In First Nine Months Of 2026

Yesterday, Swiss investment management firm Vontobel released a positive nine-month 2026 trading...

New Products
30 October 2026

What’s New In Investments, Funds? – Leonteq Expands Exchange-Traded Range

The latest news in investment offerings, financial products and other services relevant to wealth...

People Moves
30 October 2026

Who's Moving Where In Wealth Management? – Fidelity International, RBC WM, Fasanara Capital

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

Alt Investments
30 October 2026

Preqin Forecasts Private Markets AuM To Surpass $34 Trillion By 2031

The BlackRock-owned data provider expects private equity to reach $11.6 trillion and private credit...

Comment & Analysis results for Archive

Compliance
5 August 2026

ANALYSIS: Liechtenstein’s Cybersecurity Attack Part Of Global Trend

The incident, as disclosed by the European principality this week, is part of a pattern that...

Strategy
27 July 2026

ANALYSIS: The Evolving, Widening World Of Concierge

Delivery models and client demands continue to evolve in the area that can be loosely called...

Legal
24 July 2026

OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality

Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one...

Financial Results
22 July 2026

ANALYSIS: Julius Baer Strong Results Take Time To Cheer Investors

We take a look at the results announcement of Switzerland's second-largest bank and with a...

Statistics
21 July 2026

ANALYSIS Private Aviation: A High-Altitude Barometer For Global Wealth

Private aviation’s rise is also a feature of globalisation – the term used to describe the...