News, Comment & Analysis results for STEP
Julius Baer's CFO To Step Down
The departing CFO will remain with the bank until the year-end to ensure a smooth handover of...
Quintet Names New Group CIO
Luxembourg-headquartered Quintet Private Bank (Europe), a pan-European private banking and wealth...
Aberdeen Adviser Names New CEO
The appointment comes after former CEO Noel Butwell announced his decision to step down from the...
UBS Secures Clearance To Become Nationally Chartered US Bank
The step is a significant one for the Swiss group, which has been busy integrating the Credit...
UBS Says On Track To Complete Credit Suisse Integration By End-2026
The bank issued an upbeat, if measured, tone in its annual report for 2025, with senior figures...
C Hoare & Co Names New CEO
The new appointee will be succeeding the CEO who is stepping down after five years. ...
Etops Strengthens Leadership Team
The firm said that these appointments mark an important step in strengthening its leadership team...
Wealth Managers Continue To Increase Emerging Market Exposure
After emerging market equities outperformed developed ones in 2025 and as investment managers seekk...
Who's Moving Where In Wealth Management? – VG, Simmons & Simmons, Bentley Reid, STEP
The latest moves in wealth management and adjacent sectors in the UK, rest of Europe, Middle East...
Who's Moving Where In Wealth Management? – Broadridge, Lawrence Stephens, Others
The latest moves, appointments and personnel changes for wealth management in the UK, rest of...
Comment & Analysis results for STEP
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...
Behavioural Finance’s Next Step To Going Mainstream
The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...
EXCLUSIVE INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline
There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of...
Book Review: How People Become Famous, By Rainer Zitelmann
Assuming a person wants to become famous (leaving aside the downsides of this), what steps should...
Tying Up A Deceased's Online Presence, What's At Stake
As online criminals become more sophisticated, it is critical that executors know how to wrap up a...