News, Comment & Analysis results for Archive

Compliance
14 January 2026

Regulatory Fines Up In APAC, Europe In 2025 – Fenergo

Dublin-headquartered Fenergo, a provider of digital solutions for client lifecycle management...

Financial Results
14 January 2026

Rise In JP Morgan Net Revenue In Q4 2025

The firm concluded 2025 with a strong fourth quarter, with each line of business performing well. ...

Compliance
14 January 2026

Compliance Corner: Leonteq, Germany Licence Extension

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Investment Strategies
14 January 2026

Lombard Odier Outlines 10 Investment Convictions For 2026

Swiss private bank Lombard Odier sets out its views on the investment outlook and opportunities for...

New Office
14 January 2026

LGT Wealth Management Expands In Manchester

Like a number of wealth managers, UK wealth manager LGT Wealth Management has deepened its...

Asset Management
14 January 2026

What’s New In Investments, Funds? – First Abu Dhabi Bank, Vennre, Masar Makkah Fund, Others

The latest news in investment offerings, financial products and other services relevant to wealth...

People Moves
13 January 2026

Vanguard Man Becomes Hargreaves Lansdown CEO

There's a new CEO in town at the UK-based firm, coming over from one of the largest asset managers...

Banking Crisis
13 January 2026

UBS Fires Fresh Broadside Against Proposed Swiss Capital Rules

Even if Swiss legislators back away from the proposed tougher capital rules, the story highlights...

New Products
13 January 2026

What’s New In Investments, Funds? – Guinness Global Investors

The latest news in investment offerings, financial products and other services relevant to wealth...

M and A
13 January 2026

W1M Acquires Investment Manager Vermeer

The transaction completes a profitable year for W1M as it approaches £25 billion in AuM, up from...

Comment & Analysis results for Archive

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...