News, Comment & Analysis results for Level
JP Morgan Profits, Net Revenue Up In Q2 2026
New York-headquartered JP Morgan Chase has released positive financial results for the second...
SEI Makes Raft Of Top-Level Appointments
The group, which serves sectors including family offices, private banks and wealth advisors, has...
Alpine Holiday Homes Up 4 Per Cent In 2025 – UBS GWM
This week, UBS Global Wealth Management’s chief investment office published its European "UBS...
Family Offices Need To Step Up Cyber Risk Defence – Survey
A new global study by Ocorian reveals that almost three quarters of those surveyed predict the...
Investors Assigned To Overly Cautious Portfolios – Oxford Risk
Oxford Risk, a UK behavioural finance fintech serving wealth managers, advisors, banks, and pension...
Wealth Managers Stay Upbeat On Gold Despite Volatility
Although the gold price is down from its pre-US/Iran-war levels, Lombard Odier, together with other...
Barclays' PBWM Arm Says Pre-Tax Profit Dips In Q1 2026
Net income in the private bank and wealth management division was broadly stable in the first three...
UK's Coutts Hikes Minimum Threshold – Creates Opportunity?
An increase to the amount needed to open an account at Coutts, the UK lender, raises questions...
Wealth, Group Profits Rise Strongly At NatWest In 2025
The early weeks of 2026 are turning out to be memorable for the UK lender, having announced a major...
UK Inheritance Tax Partial U-Turn On Businesses, Farms – Reactions
After the UK government announced that the level of the agricultural and business property reliefs...
Comment & Analysis results for Level
An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level
We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In...
Transparency International – The Latest Lessons For Wealth Managers
Transparency International's recently-published Corruption Perceptions Index, used by compliance...