News, Comment & Analysis results for STEP

Financial Results
10 March 2026

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...

People Moves
26 February 2026

C Hoare & Co Names New CEO

The new appointee will be succeeding the CEO who is stepping down after five years. ...

People Moves
4 February 2026

Etops Strengthens Leadership Team

The firm said that these appointments mark an important step in strengthening its leadership team...

Investment Strategies
30 January 2026

Wealth Managers Continue To Increase Emerging Market Exposure

After emerging market equities outperformed developed ones in 2025 and as investment managers seekk...

People Moves
8 January 2026

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...

People Moves
14 November 2025

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...

Family Office
8 October 2025

UHNW Institute Sets Up Single-Family Office Circle

The launch is another step in a series of offerings from the non-profit think tank, with which this...

Client Affairs
7 October 2025

Another French Prime Minister Bites The Dust – Reactions

After French President Emmanuel Macron’s new Prime Minister Sébastien Lecornu resigned...

Investment Strategies
10 September 2025

Wealth Managers React As French PM Loses Confidence Vote

After France’s Prime Minister François Bayrou lost a confidence vote on 8 September, leaving...

People Moves
15 August 2025

Digital Assets Specialist AMINA Appoints Hong Kong, Wider APAC Region Head

Founded back in 2018 and now operating in its various businesses in Switzerland, Hong Kong and Abu...

Comment & Analysis results for STEP

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...

Wealth Strategies
4 May 2022

Behavioural Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...

Company Profiles
22 March 2022

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...

Strategy
18 January 2022

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...

Legal
6 January 2022

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...