News, Comment & Analysis results for Archive

People Moves
13 December 2024

Progeny Names New Singapore Chief Executive

While headquartered in the UK, the business has a Singapore presence. ...

Compliance
13 December 2024

Swiss Regulator Orders Leonteq Profit Disgorgement Over Shortcomings

The Swiss firm said it has taken a number of measures to address the problems that were found....

M and A
13 December 2024

Deals Of The Day: The Latest In Wealth Management M&A – ZEDRA, RBB Business, Gryphon

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
12 December 2024

UBS Plans US Wealth Arm Revamp

The Swiss banking group and wealth manager is, so the report said, trying to compete more...

M and A
12 December 2024

Utmost Wraps Up Purchase Of Lombard International Assurance

Amongst its activities, Lombard is a player in what is called private placement life insurance...

People Moves
12 December 2024

Who’s Moving Where In Wealth Management? – Saltus, Canaccord, KBI Global Investors, Others

The latest moves, appointments and personnel changes among wealth management and related...

Technology
12 December 2024

Artificial Intelligence: What Family Offices Worry About Most

The author of this article, in addressing how family offices should think about AI, says "stay...

Technology
12 December 2024

Wealth Management Use Cases For AI: Separating Wheat From The Chaff

We speak to an innovation platform for the wealth sector about what AI use cases make most sense...

Alt Investments
12 December 2024

BlackRock Pushes Further Into "Evergreen" Private Markets Fund Space

The new platform, based in Europe, will also be available for clients in certain other regions; it...

Investment Strategies
12 December 2024

Five Themes Set To Impact Financial Markets In 2025 – Evelyn Partners

UK wealth manager Evelyn Partners outlines its investment outlook for 2025, singling out five...

Comment & Analysis results for Archive