News, Comment & Analysis results for Archive
Swiss Banks Eye GDP Boost After Tariff Deal
As their home country achieved a large cut to US tariffs, two of the Alpine's states largest banks...
UK Puts Financial Education In Classrooms – Wealth Managers React
When even those at the top of the wealth spectrum are said to have a poor understanding of...
UBS Names Head Of Its New Abu Dhabi Office
A number of firms have recently set up shop in Dubai and neighbouring Abu Dhabi, seeking to ride a...
Lighthouse Canton Builds In-House Investment Engine
The organisation, which has been building an international reach, says developing its own...
Amundi Agrees New Five-Year Pact With Societe Generale
Societe Generale has been involved with the asset management house since entering a venture with a...
EXCLUSIVE: European Small-Cap Stocks Deserve More Love – Berenberg
Franck Sabbah at Germany-headquartered investment bank and boutique asset manager Berenberg shares...
A New Bank For Family Offices Wants To Disrupt Traditional Models
One core aspect of the new bank is that family offices are involved in backing it financially,...
Japan's Economy In Flux – Where Are The Opportunities? In Conversation With Zennor
Japan, with its new prime minister and having passed through a series of reforms to the way its...
Dimensional Lists First Active UCITS ETFs
Like a number of investment managers, Dimensional Fund Advisors, a large US-based active...
Julius Baer Recasts Swiss Market Leadership
The departure of a senior figure after six years at the bank has prompted Julius Baer to replace...
Comment & Analysis results for Archive
Transparency International – The Latest Lessons For Wealth Managers
Transparency International's recently-published Corruption Perceptions Index, used by compliance...
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
The Soaring Trend Of AI "Co-Pilots" In Wealth Management
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...
A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell
A City financial trading background, added to a disciplined investment mindset, appears to be...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2
We publish the second part of this analysis which examines the implications of the US presidential...
US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1
The first in a two-part detailed analysis about what the financial markets could do in the next...