News, Comment & Analysis results for Archive
Luxembourg’s Quintet Names New Group CEO
The firm said that the new CEO, who has proven his ability to design and successfully implement...
Who’s Moving Where In Wealth Management? – Arbuthnot Latham, Columbia Threadneedle Investments
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
UK's Rathbones Favours US, Asian, UK Equities
UK Rathbones Asset Management’s fund managers share their outlook for 2026, being cautiously...
EXCLUSIVE: Altana Wealth Targets China’s Real Estate
Altana Wealth, a specialist fund manager focused on delivering alpha from niche strategies...
What’s New In Investments, Funds? – Universal Investment Group, Muzinich & Co, SMBC
The latest news in investment offerings, financial products and other services relevant to wealth...
EXCLUSIVE: Scharf Investments Stresses ETF Benefits
After California-headquartered Scharf Investments’ launched two exchange-traded funds in August,...
UBS Makes Tech, Operational C-Suite Changes
The changes come at a time when the bank, like many of its peers, has had to tackle the challenges...
Wealth Management Ferment Is Music To Addepar's Ears
We talk to the chief executive of Addepar, Eric Poirier, about the firm's strategy, his thoughts...
Digital Digest: The Latest Tech News – Revolut's Wealth Play – Report
The latest technology news in the wealth management sector from around the world. ...
Who’s Moving Where In Wealth Management? – Heligan Group, IQ-EQ
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Comment & Analysis results for Archive
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
Developments In Private Bank RegTech – Views From The Experts
Regulatory technology – software that a private bank has to use in order to produce information...
In Tough Times, Private Market Secondaries Can Shine
The venture capital, private equity and other parts of the "private markets" space have been jolted...
Exclusive: Biotech Sector To Take Off In 2023
Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...
Comgest's Mood Brightens For Europe, Asia Investments
After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...
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...
Challenges For Multi-Generational Families Over Succession
A take-home point from this article is that for multi-generational family firms to navigate...
Foundations For Effective Corporate Governance
The author argues that UK regulatory expectations largely date back to the financial crisis. At...
Soaring Inheritance Tax Receipts Highlight Need For Reform
Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...
Fine Art Finance – A Change Of Perspective For Your Collection
The international law firm gives a brief tour of the fine art investment landscape, a subject of...