News, Comment & Analysis results for Archive

M and A
20 February 2026

Deals Of The Day: The Latest In Wealth Management M&A – Amber River, Stone Point Capital

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Fund Management
20 February 2026

Compliance Corner: Luxembourg's Raft Of New Fund Rules, Standards

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

People Moves
20 February 2026

UBP Names New Investment Services Head UK

The new hire's macro expertise, strategic leadership and long-standing contribution to the firm...

Financial Results
20 February 2026

Edmond De Rothschild AM Reports 2025 Positive Net Inflows

Paris-based Edmond de Rothschild Asset Management reported positive net inflows for the fifth...

People Moves
20 February 2026

Who’s Moving Where In Wealth Management? – ZILO, Utmost, Oxford Risk, Others

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

Comment & Analysis results for Archive

ESG
14 November 2023

"Greenwashing" Controversies Focus Minds On What Investors Own

This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...

ESG
14 November 2023

How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet

This news service recently spoke to a senior Pictet figure about the work it does on...

Compliance
9 November 2023

FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous

Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...

Family Office
25 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2

In part one of this two-part feature, this publication talked to German banks about their work with...

Family Office
24 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1

As it is high time that this news service took a deep dive into the German single-family offices...