News, Comment & Analysis results for Archive
TV Celebrities Discuss Business Successes, Failures – Guernsey Private Wealth Forum
TV celebrities Jamie Laing, founder of Candy Kittens and Jampot Productions, and Deborah Meaden,...
Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Quilter, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Union Bancaire Privée Officially Opens Riyadh Office
A number of Western firms have set up in the UAE and related Gulf region in recent years. ...
Top-Level Changes Coming At EFG International's Luxembourg Subsidiary
Among the changes, the banking group said it has nominated a new chair for its Luxembourg business...
Opinion Of The Week: UK Investors Don't Seem That Bothered By Inflation
Maybe UK investors have become used to low single-digit inflation which can still erode wealth –...
Evelyn Partners Posts Record AuM; Hires New AI Officer
UK wealth manager reported a record £67 billion ($88 billion) in assets under management, with...
What’s New In Investments, Funds? – Société Générale, Lombard Odier IM, Others
The latest news in investment offerings, financial products and other services relevant to wealth...
Digital Digest: The Latest Tech News – UBS Completes Tokenized Fund Transaction
The latest technology news in the wealth management sector from around the world. ...
Firms Ink Transatlantic Private Market Partnership
The private markets investment trend appears relentless and two firms – one headquartered in the...
Summary Of Global Wealth Management Moves – August 2025
A roundup of all the moves in wealth management around the world during August. ...
Comment & Analysis results for Archive
New BVI Act Provides Clarity On Virtual Assets
In December, legislation was introduced in the British Virgin Islands for virtual assets. The...
Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver
Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...
The Mauritius-Dubai Connection Holds Big Potential – MCB
We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....
Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains
LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...
The Power Of Nuptial Agreements In English Courts
As the authors of this article explain, nuptial agreements are not automatically binding in the...
Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option
We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...
Handling Harassment: Rights, Wrongs For HNW Families
Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...
Wealth Management: Technology Platforms, Competition In Challenging Economic Times
Every wealth manager is struggling with the key question of how to balance competing imperatives....