News results for Archive

New Products
4 December 2023

SEBA Bank Rebrands

As part of its ongoing global strategy, the Swiss bank has announced that it is transforming its...

Compliance
4 December 2023

Compliance Corner – Hong Kong Monetary Authority, CA Indosuez (Switzerland)

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

ESG
1 December 2023

Franklin Templeton Outlines Key Issues To be Tackled At COP28

As the United Nations Climate Change Conference starts in Dubai this week, with an early...

People Moves
1 December 2023

Swiss EAM Changes Name, Joins Global Network

Switzerland's external asset management sector continues to evolve in the wake of new regulations...

Strategy
1 December 2023

Eurozone Inflation Drops Again – Reactions

After eurozone inflation fell again by more than expected in November, investment managers discuss...

WM Market Reports
1 December 2023

OPINION OF THE WEEK: UBS Billionaire Data Gives Lessons, Warnings

An annual report about the nature of billionaire wealth around the world should jolt firms into...

Strategy
1 December 2023

Morningstar Wealth Favours Bonds In 2024

Morningstar Wealth has published its 2024 outlook this week, with insights from Dan Kemp, global...

New Products
1 December 2023

What’s New In Investments, Funds? – Dimensional, Asset Value Investors

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

People Moves
1 December 2023

Who's Moving Where In Wealth Management? – ALFI, JM Finn, Liontrust, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

WM Market Reports
30 November 2023

Inheritors Overtake Creators As Billionaires – UBS Study

For the first time in nine editions of the report, billionaires have accumulated more wealth...