News, Comment & Analysis results for Archive

People Moves
16 July 2026

Deutsche Bank Appoints Southeast Asia Vice Chair

The newly-appointed figure has worked in wealth management, for example with UHNW clients, for more...

Compliance
16 July 2026

Compliance Corner: FCA Proposes "FRAME" Shakeup Of Fund Reporting

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

New Products
16 July 2026

What’s New In Investments, Funds? – Vanguard, Guinness Global Investors, Fidelity International

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

Tax
15 July 2026

Most UK Investors Expect Taxes To Rise Under Burnham – Wealth Club

After UK Prime Minister Keir Starmer's resignation last month, speculation is rising over the...

Surveys
15 July 2026

UK Individuals Optimistic About Future; Lack Planning Confidence – RBC WM Survey

As life expectancy rises and retirement horizons extend, the traditional life model of learn, work...

Financial Results
15 July 2026

Net Income Rises At Citigroup In Q2 2026; Wealth Results Shine

It was "Super Tuesday" for a raft of US banks issuing second-quarter 2026 financial numbers...

Financial Results
15 July 2026

JP Morgan Profits, Net Revenue Up In Q2 2026

New York-headquartered JP Morgan Chase has released positive financial results for the second...

Technology
15 July 2026

BIL Suisse, Avaloq Renew Tech Partnership

Among details of the arrangement, the two partners will also collaborate on joint innovation to...

People Moves
15 July 2026

Lighthouse Canton Adds Senior Manager In Singapore, Aims At $10 Billion AuM By 2027

Part of the firm's push is to expand its market reach across the Southeast Asia region, which has...

Surveys
15 July 2026

Investors Defy Market Jitters, Raise Contributions – Scottish Widows

UK investors paid more into their portfolios during the second quarter than in the first three...

Comment & Analysis results for Archive

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

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...

Trust Estate
26 June 2023

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...

Practice Strategies
12 June 2023

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...

Strategy
22 May 2023

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...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...