People Moves
9 May 2025

Switzerland's Leonteq Shrinks Executive Committee, Extends Senior Team

Leonteq, which is seeking to improve its financial performance, announced a cut in its committee...

Wealth Strategies
25 March 2025

How Investors Play "Nearshoring" Trend As Globalisation Shifts – PGIM

In an investment commentary, the US-headquartered firm talks about the decisions that asset...

People Moves
18 March 2025

Who’s Moving Where In Wealth Management? – Principal Asset Management, CISI, Others

The latest moves, appointments and personnel changes among wealth management and related...

WM Market Reports
6 March 2025

Women Still Lag Men In Wealth Accumulation, But There's Some Progress – Reports

A flurry of reports from wealth managers have come out ahead of International Women's Day on...

People Moves
8 January 2025

Who’s Moving Where In Wealth Management? – CISI, Carmignac, Crestbridge

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
2 January 2025

AllianzGI Smiles On US Equities, Infrastructure In 2025

After a decisive result in the US election, the outlook for risky assets seems positive in 2025...

People Moves
10 December 2024

EFG Harris Allday Names New Managing Director

There's change at the top of a business that in June obtained CISI Chartered Firm™ status. ...

Compliance
26 November 2024

Compliance Corner: FCA Fines Barclays £40 Million Over 2008 Qatari Capital

Barclays said that it wanted to "draw a line" under the issues and did not want to contest the...

Tax
13 November 2024

Swiss Lawmakers Reject Inheritance "Solidarity" Tax

The decision to reject the ideas come as Switzerland is mindful of trying to bolster its...

Legal
23 October 2024

Terminally Ill Adults (End of Life) Bill: What Might We Expect?

The author of this article says that the balance of presenting an individual’s right to seek to...