News, Comment & Analysis results for Archive
EXCLUSIVE: REYL Overseas' New CEO Sets Out Growth Plans, Opportunities
The firm unveiled the CEO's appointment today and he spoke exclusively to this news service about...
Close Brothers Disputes Motor Finance Redress Impact Claims; Shares Fall
A group in Delaware, US, has taken aim at the UK bank for allegedly not having enough resources to...
Deals Of The Day: The Latest In Wealth Management M&A – WisdomTree
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
F2 Strategy Welcomes Back Former CEO
The CEO had left to work at FNZ but instead he's returned to his old employer. ...
Julius Baer Unveils CEO's Remuneration, Applauds Progress
The bank has disclosed the total award paid to the chief executive who came on board more than a...
Aberdeen Adviser CEO To Depart, Successor Announcement "Soon"
The CEO has been at the business since 2003 and in the post since 2019. ...
Who’s Moving Where In Wealth Management? – Stonehage Fleming, TrinityBridge
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Diversity Project Rebrands Across UK, Europe, North America
The Diversity Project UK, Diversity Project Europe and Nicsa’s Diversity Project North America...
OPINION OF THE WEEK: Private Credit Sector Nerves Provide Salutary Warning
However the whole private credit redemption control saga plays out, investors have perhaps received...
Dutch Wealth Manager Maintains Equity Overweight Amidst Conflict
As oil prices surge amidst the escalating US–Israel conflict with Iran, Joost van Leenders,...
Comment & Analysis results for Archive
UK's Walter Scott Steers Long-Term, Highly "Active" Course
We talk to a Scotland-based fund management house that puts big stress on what it regards as...
INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse
This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...
Banking, Wealth Sector In Ferment – A Talent Management Overview
What makes a good wealth manager, and what are the skills and qualities in demand today, and what...
BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann
While unlikely to sway those already hostile to the free market economic system, this book puts a...
Avaloq Sees UK Opportunities From M&A, Tech Changes
Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...
Why Residency/Citizenship-By-Investment Visas Aren't Going Away
This news service speaks to a business that has offices in a number of jurisdictions – including...
Welrex Says Business Model Taps Need For Change
A new UK-based digital investment management platform for relationship managers, encompassing B2B...
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...
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...