News results for Archive

People Moves
8 November 2023

Who's Moving Where In Wealth Management? – Pictet, Sionic, Evelyn Partners, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Financial Results
7 November 2023

UBS's Third-Quarter Underlying Profits Dip, Reports Inflows

Among the result details, UBS said the acquired Credit Suisse wealth business logged net new money...

People Moves
7 November 2023

Stephenson Harwood's James Quarmby Joins WealthBriefing's Editorial Board

A new change at this news service's editorial board. ...

People Moves
7 November 2023

ODDO Expands German Private Wealth Management

The holder of the newly created role comes to the firm from Credit Suisse. ...

People Moves
7 November 2023

SG Kleinwort Hambros Names New CIO

SG Kleinwort Hambros, the private banking and wealth management arm of European bank Société...

7 November 2023

Söderberg & Partners Launches UK Advisor Platform

It is the first of several tech partnerships focused on delivering speed and connectivity. ...

Alt Investments
7 November 2023

What’s New In Investments, Funds? – Titan, Quilter Cheviot, Others

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

6 November 2023

Geopolitical Conflict Makes Investors Nervous

Investment managers discuss the macroeconomic outlook and highlight a cautious stance in their...

6 November 2023

The UK's AI Safety Summit – UBS Reactions

As artificial intelligence (AI) gains increasing attention in the wealth and banking sector,...

M and A
6 November 2023

Syz Capital Taps DACH Region's Digital Media, Analytics Potential

The Switzerland-based investment house - backed by a prominent family with links to private banking...

Comment & Analysis results for Archive

Market Research
1 June 2022

How War Affects Agriculture Investment

Roberto Viton, founder and managing director at Valoral Advisors, discusses key trends and the...

20 May 2022

EDITORIAL COMMENT: A High Net Worth Status Ain't What It Used To Be

Inflation is eroding the value of money at a rapid clip, and that means the old minimum sums...

Islamic Banking
13 May 2022

Going Green Can Carry Costs, Warns Advisor On Islamic, Other Finance

Those who are attracted to "Green" investing may also be interested in Shariah finance. A firm...

Real Estate
11 May 2022

New UK Heat Regulations And Property – What Family Offices Should Know

A new set of rules in the UK, taking force from the start of September, is designed to improve...

Client Affairs
10 May 2022

"No Fault Divorce" – Only A Tick Box Away From Separation

A change in law affecting England and Wales came into force from early April, changing the...

9 May 2022

A Walk Around The World's Regulatory Landscape

This news service speaks to BNY Mellon Pershing, a business with considerable interplay with...

Wealth Strategies
4 May 2022

Behavioural Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...

Family Office
3 May 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices by Highworth Research's database – working with...

Practice Strategies
3 May 2022

The Perfect "Sandbox" – How Avaloq Innovates In The Cloud

We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the...

WM Market Reports
28 April 2022

New Report On How Bahamas Pushes Forward As IFC

This is a mini-series on The Bahamas Financial Services Industry. ...