News, Comment & Analysis results for Archive

People Moves
26 November 2025

WRISE Group Names Four Senior Executives

The firm's chairman said that the appointments will help bolster its leadership for the "next phase...

WM Market Reports
25 November 2025

Private Market Revenue To Increasingly Power Global Asset Management – PwC Study

The report, which cuts across wealth as well as asset management, shows how important a revenue...

Technology
25 November 2025

Digital Digest: The Latest Tech News – EFG International, Aladdin Wealth

The latest technology news in the wealth management sector from around the world. ...

People Moves
25 November 2025

Liechtenstein's LLB Group Names New Chief Financial Officer

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People Moves
25 November 2025

Senior Banker Joins UOB's Wealth Advisory Panel

The senior banker has held posts at Credit Suisse, UBS and AMP Capital, working in Europe and...

Financial Results
25 November 2025

Julius Baer Expands Gulf Presence, Reports Higher AuM

In a busy announcement day for the Swiss bank, it updated the markets on its financial results,...

Tax
24 November 2025

Making Gifts Of Property: Key Points To Consider

There has been an increase in people gifting property and land to younger generations, mindful of...

Investment Strategies
24 November 2025

Apricus Finance Cuts Equity, Gold To Neutral Allocation

The firm spoke about its recent decision to cut some equity exposure, among other moves. ...

Investment Strategies
24 November 2025

UBS Expects AI And Tech To Fuel Equity Gains In 2026

As 2026 approaches, UBS Global Wealth Management’s chief investment office outlines in its 2026...

People Moves
24 November 2025

Addepar Makes Senior Appointments

Addepar, a New York-headquartered global technology and data platform for investment professionals,...