News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – Carey Olsen, Avaloq, Rathbones
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Lighthouse Canton Positive For 2027 Business Expansion
In late July Lighthouse Canton developed a wealth platform for NRI clients; it has made a number of...
UHNW Institute's Inaugural European Conference – Transforming Wealth Management
The Institute, with which this news service is exclusive media partner, will host an inaugural...
Edmond de Rothschild AM Names New CIO, Co-Head Of Equities
Paris-based Edmond de Rothschild Asset Management this week appointed a new chief investment...
First-Half 2026 Profits Rise At VP Bank, AuM Gains
This the third of the major Liechtenstein-based banks to have reported half-year figures in recent...
Summary Of Senior Executive Moves In Global Wealth Management – June 2026
June was a busy month for moves and changes in personnel for the world’s wealth management...
Summary Of Q2, H1 2026 Financial Results In Wealth Management, Private Banking
We summarise results for the private banking and wealth management arms of banking groups and, in a...
Former Senior BoS Figure Becomes CEO For EFG International’s Dubai Advisory Office
Commenting on the appointment, the bank, which is listed in Zurich, said Dubai remains one of its...
European Firm Serving US Expats Opens NYC Office
The business, which is headquartered in Nice, has opened an office in the iconic Rockefeller Center...
Barclays Private Bank Names MFO, External Asset Management Head For UAE
The role is an example of how intermediaries such as multi-family offices and external asset...
Comment & Analysis results for Archive
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1
This is the first of a highly detailed examination of cross-border tax issues for individuals...
How Hedge Fund Investors Keep Composed In Volatile World
This news service talks to Sussex Partners, a UK-based business that advises institutions about...
Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank
After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...
Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment
A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...
Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective
A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...
Learning The Legal Lessons From “Succession”
In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...
Taking A "Floating" Approach As Rates Rise
This news service talks to US-based New Mountain Capital about the benefits of holding...
Inflation, Rising Rates Put Behavioural Finance In The Frame
The discipline within economics known as behavioural finance continues to be important. The market...
Value And Growth – Japan’s Promise And Performance
This news service recently talked to a UK-based investment house that concentrates on Japanese...
Jersey Finance Report On Digital Assets, Crypto-Currencies
A new report, published with the island's financial promotional organisation, sets out the issues...