News, Comment & Analysis results for Archive

People Moves
10 April 2026

Who’s Moving Where In Wealth Management? – Premier Miton Investors

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

Surveys
10 April 2026

Switzerland Tops Jurisdiction List For Risk Readiness

Geopolitics and moves by some governments to squeeze HNW individuals over tax, trade disputes and...

People Moves
10 April 2026

UBS Creates New Private Client, HNW Segment In UK

The Swiss bank has formed a new business area and expanded the role of one of its senior figures....

Statistics
10 April 2026

March Turmoil Hurts Hedge Fund Returns – HFR

As hedge fund managers might have said, "beware the Ides of March." The month – often associated...

People Moves
9 April 2026

Mercer Unveils Investment Leadership Changes

The firm's appointments affect roles in the US, Europe and Asia. ...

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...