News, Comment & Analysis results for STEP
As New UK "Failure To Prevent Fraud" Law Looms, How Ready Are Firms?
With just under two months to go, a new UK law is about to take effect that will punish firms...
Change At The Top Of GAM, New CEO Named
After holding the CEO post since October 2023, Elmar Zumbuehl is stepping away from the job at GAM...
Quilter Cheviot CEO Stepping Down
The incoming CEO has had a 29-year career at HSBC, serving in several senior leadership roles and...
Standard Chartered Steps Up Digital, AI Game
With AI being a major technological theme influencing wealth management and private banking,...
Piguet Galland Launches New E-banking Platform
Swiss private bank Piguet Galland is stepping forward with its digital transformation, in...
Chicago-Based Hightower Takes Another Wealth Firm Stake
Hightower, a registered investment advisor, has made its first investment in 2025, bolstering its...
HSBC Begins Hunt For New Chair
The Hong Kong/UK-listed bank has announced that its current chairman is stepping down at the end of...
Warren Buffett To Retire At End Of Year
The Omaha-based investment figure who has spent more than half a century in the trenches of the...
UK Wealth Manager Opens New Office
UK asset manager TrinityBridge, formerly known as Close Brothers Asset Management, opens new...
Private Clients Prioritise Future Generations’ Financial Security
STEP – the industry group for trust and estate practitioners worldwide – has issued a report...
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...