News, Comment & Analysis results for Archive

Financial Results
16 January 2026

BNY's Q4, Full-Year 2025 Net Income Rises; Wealth AuM Gains

With a few exceptions, results out this week for the wealth-related parts of BNY showed an...

Financial Results
16 January 2026

Net Earnings Rise At Goldman Sachs In 2025; Private Bank Revenues Shine

In the mix of the results, the US firm's private banking segment enjoyed stronger revenues. Looking...

Investment Strategies
16 January 2026

Wealth Managers Nervously Eye Japanese Politics, Snap Election Called

There was a cautious tone from wealth managers after a move was made to dissolve parliament and...

Fund Management
16 January 2026

What's New In Investments, Funds? – Invesco

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

People Moves
16 January 2026

Who’s Moving Where In Wealth Management? – AlTi Tiedemann Global, Cognito, Others

The latest senior moves, appointments and personnel changes in wealth management for the UK, rest...

Investment Strategies
16 January 2026

UBP Bolsters Gold Exposure

At a media event in London this week, experts at Geneva-headquartered Swiss private bank Union...

Awards
15 January 2026

Channel Islands' Wealth Sector Success Showcased In Acclaim 

Here is the latest in our series of Acclaim publications. ...

People Moves
15 January 2026

Indosuez Expands Middle East Wealth Management Services

Indosuez says it is committed to boosting its wealth management offering in the region with organic...

Financial Results
15 January 2026

Citigroup Revenues Up, Profits Down In Q4 2025

New York-based Citigroup has posted mixed financial results for the fourth quarter of 2025, as the...

People Moves
15 January 2026

Julius Baer Names New COO; Communications Head

Swiss private bank Julius Baer has announced organisational and leadership changes designed to...

Comment & Analysis results for Archive

ESG
3 December 2025

EXCLUSIVE: The Positive Side Of COP30 – Edmond De Rothschild AM, Gresham House

After the 30th United Nations Climate Change Conference (COP30) in Belém, Brazil, which took place...

Investment Strategies
3 October 2025

Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why

Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries...

Investment Strategies
26 September 2025

Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility

Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...

Wealth Strategies
22 September 2025

Changing Asset Allocation Frontiers - An Overview

We take a dive into different approaches to how asset allocation should be handled, examine various...

Compliance
19 September 2025

From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance

This news service discusses establishing sources of wealth, the challenge of cryptos in a market...

Strategy
1 September 2025

Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat

A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...

Wealth Strategies
31 July 2025

Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB

As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this...

Art
16 July 2025

Fires, Floods And Other Hazards: Managing Risks To Fine Art

This news service recently talked to the head of art advisory of Citi Wealth – appointed to the...

Asset Management
7 July 2025

Index Investing Has A "Reconstitution" Problem: How To Fix It

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...